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Pastimes : The Justa & Lars Honors Bob Brinker Investment Club -- Ignore unavailable to you. Want to Upgrade?

To: Boca_PETE who wrote (7195)	7/26/1999 7:10:00 AM
From: Justa Werkenstiff	Read Replies (1) \| Respond to of 15132

Worldwide PC Shipments Rise 27% in 2nd Qtr, Lifted by Cheap PCs Bloomberg News July 25, 1999, 9:02 p.m. PT Worldwide PC Shipments Rise 27% in 2nd Qtr, Lifted by Cheap PCs Framingham, Massachusetts, July 26 (Bloomberg) -- Worldwide personal computer shipments rose 27 percent in the second quarter, as consumers were lured by cheap PCs and rebate offers from Internet access providers that made some machines free. U.S. shipments rose 35 percent, according to International Data Corp., a Framingham, Massachusetts, research firm. Dell Computer Corp. almost overtook Compaq Computer Corp. as the No. 1 PC maker in the U.S., as the two shipped almost the same number of machines in the second quarter. Several Internet access providers, including America Online Inc. and Microsoft Corp., began offering rebates of as much as $400 on some computers when consumers agreed to multiyear Internet service contracts. Other companies, such as Free-PC.com, are offering PC giveaways in exchange for demographic information and the right to put advertising on the owners' desktops. ''The consumer market has taken control with low-priced and nearly free PCs,' said analyst John Brown of IDC. PC Data, another research firm that tracks retail sales, said average prices in June fell almost 20 percent to $890. The second quarter is typically the slowest and consumers aren't usually big buyers until later in the year, when back-to- school and holiday sales start picking up. IDC had been forecasting growth of 21 percent for the second quarter. The strength in the consumer market is expected to continue through the rest of the year, and Brown said growth could keep outpacing expectations. IDC now expects third-quarter growth of 19 percent, though Brown said that estimate will be raised. Dell, Compaq Tie Dell shipped 1.77 million machines in the U.S., compared with 1.79 million for Compaq, IDC said. Dell has been gaining on Compaq for more than a year as the No. 1 direct seller of PCs benefits from lower costs and Compaq struggles with acquisitions and management turmoil. ''It's basically a tie,' said IDC's Brown. Still, Compaq retained its lead in the worldwide market, nabbing 14.6 percent of PCs shipped, compared with 10.8 percent for Dell. Compaq's growth also was strong, led by sales of its consumer Presario desktop and laptop lines. Its shipments increased 55 percent from the year-ago quarter in the U.S. and 32 percent in the global market. International Business Machines Corp. was No. 3 worldwide, with 9.2 percent of the market, IDC said, and its shipments rose 49 percent. IBM also was third in the U.S., with 8 percent of the market and shipment growth of 70 percent. Hewlett-Packard Co. was No. 4 worldwide as shipments rose 36 percent, led by strength in low-cost retail PC sales. Asia/Pacific sales rose as the subsidized PC model started to pique interest there. Japan showed the strongest growth of any region, also driven by consumer sales. Western European shipments were boosted by corporate sales, which helped mitigate slower consumer demand in that region. Rival research firm Dataquest Inc. said global shipments in the second quarter rose 26 percent and U.S. PC shipments rose 29 percent.

To: Boca_PETE who wrote (7195)	7/26/1999 8:17:00 PM
From: Boca_PETE	Read Replies (1) \| Respond to of 15132

To ALL: If you missed it, you can hear and watch Brinker's Market Monitor Appearance from 7/23/99 on the NIGHTLY BUSINESS REPORT, and, his appearance this morning on the 7/26/99 MORNING BUSINESS REPORT by clicking on the below link. After clicking on the appropriate selection and when the Real Player box appears, BE SURE TO click on the text below it if you don't have the Plug-Ins for RealPlayer (Otherwise you get no sound like I did at first). nightlybusiness.com Enjoy ! P