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Strategies & Market Trends : MDA - Market Direction Analysis -- Ignore unavailable to you. Want to Upgrade?

To: pater tenebrarum who wrote (28088)	10/1/1999 9:44:00 AM
From: dennis michael patterson	Read Replies (1) \| Respond to of 99985

Niles has the juice! He was right about Dell and AAPL. The biz looks good (the point missed by the bears) but the just-in-time inventory approach hurts when you have an earthquake!

To: pater tenebrarum who wrote (28088)	10/1/1999 9:58:00 AM
From: Les H	Read Replies (1) \| Respond to of 99985

Taiwan Quake] Component Shortage Raises PC Retail Prices in Taiwan October 1, 1999 (TAIPEI) -- Taiwan's Synnex Technology International Corp. and Leo Systems Inc. on Sept. 27 raised the prices of their personal computers by NT$2,000 each (about US$60). Other PC makers, including Acer Inc., are expected to follow suit. These moves have broken the unspoken rule of recent years that PC prices could only come down in the local market. Prices of Taiwan-made PCs, computer monitors, CD-ROM drives, hard disk drives and other computer peripherals have shown an upward trend over the past week due to high-flying computer component prices in the global market and the massive earthquake that hit Taiwan on Sept. 21. Synnex and President Securities Corp., which are currently jointly offering a PC promotion program, have said that the 15,000 customers who placed their orders prior to the earthquake will still receive their PCs at the originally agreed-upon price. For orders registered after the earthquake, however, Synnex will renegotiate with President Securities, and may institute a price increase. Synnex and Leo Systems Inc. attributed their price hikes to the fact that prices of 64MB and 128MB memory modules have breached the NT$5,000 and NT$10,000 benchmarks, respectively. The recent earthquake, which killed more than 2,000, has also resulted in a shortage of various computer components, they added. (NT$31.80 = US$1) Prices of computers and peripherals have soared by 20 percent or doubled in Japan, Hong Kong and China over the past week. Another wave of price hikes is seen hitting the market, as component shortages are bound to become more serious in early October. Although prices of computer components have continued climbing over the past few years, local PC makers had until recently held prices down. PC manufacturers admit that the earthquake will influence the supply of upstream components. Downstream companies even worry that some upstream component suppliers may profit by hoarding. nikkeibp.asiabiztech.com