Greg,
And AMD longs:
Here are some IDC numbers on Q3 unit growth.
With Cyrix, IDTI, Rise all but dead only AMD and Intc will fill those sockets.
Current expectations on K6 sales may be too low:
Looks very stellar:
IDC news! CPQ mentioned and should be positive,, all others mentioned as "haveing the right stuff" for growth..
FRAMINGHAM, Mass., Sep 7, 1999 /PRNewswire via COMTEX/ -- Unit volume
in the worldwide PC market this quarter is expected to grow 24.8%
year-over-year, according to data released today by International Data
Corporation (IDC). Following a strong second quarter this year, volume
in Q3 is expected to rise 7.2% from Q2 1999. Market expansion will
continue to be led by robust global consumer demand for ever-cheaper
PCs, healthy growth in Asian markets, and the strong U.S. economy.
Japan, which exhibited the fastest year-over-year growth rate (39%) in
Q2, is expected to have a strong performance in the second half of the
year. Surging consumer demand, Internet shopping, and interest in small
form factor desktop PCs will all contribute to projected Q3
year-over-year growth of 32%. The United States, Asia/Pacific
(excluding Japan), and Western Europe are also expected to show big
demand for PCs. In Western Europe, Q3 year-over-year unit growth is
pegged at 16.3%, with sequential volumes up slightly at 1.0%. In the
United States, IDC expects sequential unit growth of 12.2% to 12.2
million units, which represents a hearty year-over-year growth rate of
28%.
"Prices keep coming down and consumer interest in PCs keeps going up,"
said John Brown, research manager of IDC's Worldwide Quarterly PC
Tracking. "IDC believes that consumer demand combined with the
traditional seasonal uptick in sales will result in very healthy global
demand this quarter."
The Asia/Pacific (excluding Japan) economic resurgence is expected to
drive third-quarter growth to 34.3% over the same period last year with
flat sequential growth. The geographic growth pistons in the region --
China, India, Korea, and Australia -- will again drive growth this
quarter. Although growth in Asia/Pacific is at an all time high, IDC
still believes that issues including political unrest in India,
Indonesia, and Malaysia as well as slowing growth in China could
inhibit future expansion in the region.
Vendors IDC believes the key to vendor growth this quarter is related
to strategic alignment with growing consumer and small business
segments. In addition, positioning in the Western Europe, U.S., and
Asia/Pacific markets will be important. Finally, solid Internet
strategies and the ability to deliver portable PCs in volume will also
be keys to growth. Vendors that appear to have the "right stuff" for
growth this quarter are Dell, Gateway, IBM, and Apple.
Table 1
Top 5 Vendors, U.S. PC Shipments, Second Quarter 1999
(Thousands of Units)
Q2 1999 Q2 1999 Market Q2 1998 Market Growth
Rank Vendor Shipments Share Shipments Share 1999/98
1 Dell 1,809 6.6% 1,143 14.3% 58%
2 Compaq 1,798 16.5% 1,157 14.4% 55%
3 IBM 876 8.1% 511 6.4% 71%
4 Gateway 845 7.8% 623 7.8% 36%
5 Hewlett
-Packard 841 7.8% 628 7.8% 34%
Others 4,710 43.3% 3,952 49.3% 19%
All Vendors 10,879 100.0% 8,013 100.0% 36%
Shipments are branded factory shipments and exclude OEM sales for all
vendors.
Data for all vendors are reported for calendar periods. Data for Compaq
shipments include Digital Equipment shipments; data for Acer includes
Texas Instruments.
Source: International Data Corporation, 1999
Table 2
Top 5 Vendors, Worldwide PC Shipments, Second Quarter 1999
(Thousands of Units)
Q2 1999 Q2 1999 Market Q2 1998 Market Growth
Rank Vendor Shipments Share Shipments Share 1999/98
1 Compaq 3,754 14.4% 2,819 13.9% 33%
2 Dell 2,827 10.9% 1,818 9.0% 55%
3 IBM 2,345 9.0% 1,671 7.8% 40%
4 Hewlett-Packard 1,678 6.4% 1,239 6.1% 35%
5 NEC/PB NEC 1,283 4.9% 1,294 6.4% -1%
Others 14,152 54.3% 11,522 56.9% 23%
All Vendors 26,040 100.0% 20,266 100.0% 28%
Shipments are branded factory shipments and exclude OEM sales for all
vendors.
Data for all vendors are reported for calendar periods. Data for
NEC/PBNEC includes shipments for Packard Bell, NEC, NEC Japan, NEC
China, and ZDS.
Data for Compaq shipments include Digital Equipment shipments; Data for
Acer includes Texas Instruments.
Source: International Data Corporation, 1999
With Cyrix, IDTI, Rise all but dead only AMD and Intc will fill those sockets.
Current expectations on K6 sales may be too low: |
