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To: Land_Lubber who wrote (48420)	9/20/1999 1:39:00 AM
From: DJBEINO	Respond to of 53903

Japan's Personal Computer Sales Rose 40% on Year in Week Ended Sept. 5 By Yoshifumi Takemoto Tokyo, Sept. 20 (Bloomberg) -- Personal computer sales at large electronics stores in Japan rose 40 percent in the week ended Sept. 5 from the same period a year earlier, the technology weekly Nikkei Market Access reported. Sales rose 40 percent by volume and 30 percent by value, benefiting Japan's largest PC makers NEC Corp., Fujitsu Ltd., IBM Japan Ltd., Toshiba Corp. and others, according to figures supplied to Nikkei by private research company Gfk Japan. Gfk Japan tracks sales at about 2,000 electrical stores nationwide, operated by about 55 retailers. The figures cover approximately 25 percent of Japan's over-the-counter PC sales and around 10 percent of the total market. Private research company IDC Japan Ltd. forecasts domestic shipments of personal computers will surge 26 percent in calendar 1999, the first gain in three years, as a leap in sales to individuals offsets sluggish corporate demand. PC sales to individuals have surged since the release of Microsoft Corp.'s Windows98 operating software in July last year and of Apple Computer Inc.'s iMac computer the following month. The introduction of desktop PCs with flat-screen monitors, rather than bulky cathode ray tubes, is also driving sales. Compared with the previous week, sales during the seven days ended Sept. 5 rose 1.3 percent by volume yet fell 2.1 percent by value. The average price of PCs sold slipped to 211,715 yen ($1,957) from 218,965 yen the previous week. Average desktop prices led the decline, falling 10,391 yen to 181,288 yen. More costly desktop models with flat-screen monitors were in short supply, and many retailers sold off older desktop models for between 100,000 yen and 150,000 yen. Average notebook PC prices declined 3,672 yen to 241,031 yen. The following table gives Gfk Japan's figures for the percentage changes in PC sales from the previous week and from the same week a year earlier: Japan's PC sales for the week ended Sept. 5 *********************************************************** Model From Prev. Week Y-o-Y ************************************************************ Desktops (by Volume) +2.4% +37.9% (by Value) -3.2% +19.8% Notebooks (by Volume) +0.2% +42.3% (by Value) -1.3% +37.8% All PCs (by Volume) +1.3% +40.1% (by Value) -2.1% +29.6%

To: Land_Lubber who wrote (48420)	9/21/1999 12:10:00 AM
From: John Graybill	Respond to of 53903

LL - I'm drawing a line to connect the bottoms rather than the tops, and it's working out quite well. Looked a little iffy today until they ran it down and dawdled right at 72 1/2. 80 puts us right back on schedule, Scenario-wise, but now this whip-sawing has to be reckoned with as well. The short play I'm looking for tomorrow is IMO safer than trying to get long after the open, but it's not good for more than a couple of hours as They try to drive out all the early buyers.