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

To: 16yearcycle who wrote (32144)	8/19/1999 6:59:00 PM
From: Proud_Infidel	Read Replies (2) \| Respond to of 70976

Asia/Pacific PC shipments surge to 3.5 million units in Q2 A service of Semiconductor Business News, CMP Media Inc. Story posted 6:30 p.m. EST/3:30 p.m., PST, 8/19/99 FRAMINGHAM, Mass.--The Asia/Pacific marketplace for personal computers appears to be roaring back after last year's economic crisis stymied PC buying in the region. A new report by International Data Corp. here estimates that PC shipments in the region totaled 3.5 million in the second quarter, an increase of 34% over the same period last year and 18% higher than the first three months of 1999. PC shipments in Asia (excluding Japan) exceeded expectations in the second quarter and reached the highest unit total ever for the region, according to IDC. Compared to a year ago, the value of PC shipments in the Asia/Pacific region was up more than 33% to $4.8 billion. That value was 11.5% higher than the first quarter, according to the Framingham-based research firm. "Despite aggressive forecasts, the Asian PC market continues to exceed our expectations," said Kitty Fok, research manager at IDC Asia/Pacific. "The region's economic recovery is clearly the most significant factor, but low PC penetration, price erosion, the consumer market, and now the nearly-free PC trend are factors setting the stage for the surge to continue." IDC said the region's economic recovery, price erosion, government tenders, and Y2K-related spending all played a factor in the increase of PC shipments in the Asia Pacific market. IDC said it is likely to increase its 1999 forecast for unit shipments beyond its current 23% projection. In the region, IBM remained the leader in the second quarter with a 9% market share, or 315,000 systems, IDC said. Compaq Computer was second in the Asia Pacific region with a 7.5% share of second-quarter shipments. IBM outpaced the region's growth rates in the second quarter, while Compaq fell sharply from its market share of a year ago. China's Legend remained third in market share and continued to narrow the gap between itself and Compaq, according to IDC. 204.247.196.14

To: 16yearcycle who wrote (32144)	8/19/1999 9:47:00 PM
From: Ian@SI	Read Replies (2) \| Respond to of 70976

Gene, The problem with a panic is that the participants forget what got them started in the first place. Sort of like the story of the broker who died, went to the pearly gates where St Peter told him, "Sorry, we're all full up. I don't have room for a single soul more." The broker convinces St Peter to let him in if he can convince just one occupant of Heaven to go to Hell. Well he calls to one of his former buddies and whisper to him that Satan is selling companies with enormous growth rates for minuscule P/Es. Sure enough, the broker starts out the gate proclaiming the bargains to be had in Hades. Soon, he's got every broker in Heaven following him straight to Hell. St Peter calls to the newcomer saying that he's now got room to let him into Heaven, only to hear the response, "Sorry, I'm looking for bargains with them."