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Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?

To: Duker who wrote (32019)	8/18/1999 7:42:00 AM
From: Duker	Respond to of 70976

Some excerpts from a WSJ article: ... So I guess the PC industry is growing at 22.5%! "We're executing consistently and gaining share," said Michael S. Dell, chairman and chief executive officer. U.S. sales exceeded "by a fairly large amount" Compaq's estimated 1.8 million PCs shipped, he said, but he declined to provide specific figures. Dell said its 55% increase in unit shipments was twice that of the industry average. Wall Street analysts saw the results as dramatic evidence of the company's ability to dodge the bullet of plummeting desktop PC prices that have deflated margins at Compaq and International Business Machines Corp. "This company continues to do a dynamite job delivering on its direct-sales business," said analyst William C. Conroy of Sanders Morris Mundy Inc. "The results suggest a stronger pricing environment than we were looking for." Dell's average selling price fell 8%, less than expected, to $2,200. Sales of higher-priced and higher-profit notebook PCs, network servers and workstations accounted for 40% of computer sales, up from 34% two years ago. Strong Second Half Expected Mr. Dell said the outlook for the rest of 1999 is solid. "We're very well positioned to have a strong second half," he said, noting healthy demand among consumer, government and small-business customers. The company's sales via the Internet rose to a rate of $30 million a day, more than double the $14 million-a-day rate at the end of last year. --Duker

To: Duker who wrote (32019)	8/18/1999 7:47:00 AM
From: Thomas J Pittman	Read Replies (3) \| Respond to of 70976

Duker, I am sort of out of my element here (dont hang out on this thread very much) but I was wondering about your statement on Co specific issues. I have only listened to summaries of the CC and was wondering if you (or anyone) thinks that amat is having market share problems? The inputs from the last few industry CCs seem to indicate that the turnaround is underway. So I was surprised to hear AMAT say things like "there is a lot of business out there for our industry" as opposed to " there is a lot of business out there for us". Again, I dont follow amat that closely, but is the general concern this morning coming from a market share concern? It seems that in an industry that is turning around, that would be the only concern (other than maybe manufacturing issues) that could cast any cloud on the market leader. Just wondering J