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To: Gottfried who wrote (32940)	10/25/1999 6:50:00 PM
From: Proud_Infidel	Respond to of 70976

PC Retail Sales in Fourth Week of Sept. Rise Sharply October 25, 1999 (TOKY0) -- Japan's PC sales at about 2,000 home electronics outlets in the fourth week of September (Sept. 27-Oct. 3, 1999) rose sharply on a year-on-year basis. PC sales remained brisk, scoring an increase of 66.2 percent in units over the same period a year earlier (Sept. 28-Oct. 4, 1998). However, such sales decreased 16.6 percent in units and 15.6 percent in value as compared with the third week of September. These statistics were provided by GfK Japan Ltd., an information service company handling POS data of 55 mass merchandisers of consumer electric appliances. When compared with those of the fourth week of September 1998, PC sales increased 66.2 percent in units and 47.6 percent in value. The average sales price increased by 2,565 yen, from 198,595 yen to 201,160 yen. (106.16 yen = US$1) When compared with those of the third week of September, however, the sales decreased more than 15 percent both in units and value. This is because the existing models are being replaced by winter models and because a new iMac will be launched. PC sales will show no marked weekly fluctuations until late October. The average sales price decreased to the lowest level in the third week of September (since the survey started), but it returned to the 200,000 yen level the following week. This is because the sales amount of low-priced models from IBM Japan Ltd., which contributed to a decrease in the average sales price, were small this week and because Sony Corp. launched a high-end model with a Pentium III microprocessor. GfK Japan collects POS data from 55 IT-related retail sales companies centering on high-volume stores specializing in home electric appliances. It covers about 3,200 stores (as of April 1998) throughout Japan. In cooperation with GfK Japan, Nikkei Market Access provides weekly reports of PC sales in volume and value. The sales data has been based on the same 41 companies (with about 2,000 stores) since April 1996. The number of PCs sold at the 2,000 stores is estimated to comprise about 10 percent of gross domestic shipments, and when limiting the sales to retail sales channels, the share comes to about 25 percent of such shipments.

To: Gottfried who wrote (32940)	10/26/1999 10:20:00 PM
From: Ross	Read Replies (1) \| Respond to of 70976

Hi Gottfried, Did you make your very nice charts of semi equip orders and sales this month? If so, could you please remind me where they are. Thank you very much. Ross

To: Gottfried who wrote (32940)	10/27/1999 10:13:00 PM
From: Paul V.	Read Replies (1) \| Respond to of 70976

Gottfried and Threaders, DW Weekly data as follows. Note, that the market and sectors are staying relatively the same. However, the hilo's have moved to 7.7%. This weeks 10/27/9 DW site page, "From the Analyst 10/27/99, has a comparison with 1994. Naturally, the above is only my opinions and the data which I have reviewed from the Dorsey Wright site, IBD and SEMI sites. Readers are reminded the old saving, "caveat emptor (buyer/reader beware)." Paul Percent Percent Percent Percent Percent Percent 9/21/99 9/28/99 10/5/99 10/12/99 10/19/99 10/26/99 10week 23.88 10week 20.83 10week 27.94 10week 27.9 10week 19.56 10week 25.27 LEADING INDICATOR #1 30week 33.56 30week 28.42 30week 29.83 30week 28.45 30week 23.2 30week 23.57 LEADING INDICATOR #4 bpaero 30.1 bpaero 25.7 bpaero 26.4 bpaero 29.6 bpaero 28.2 bpaero 30 bpasia 66 bpasia 58 bpasia 52 bpasia 52 bpasia 46 bpasia 48 bpauto 35.4 bpauto 30.5 bpauto 31.6 bpauto 33.3 bpauto 33.3 bpauto 34.3 bpbank 31.1 bpbank 30.8 bpbank 31.9 bpbank 32.9 bpbank 31.3 bpbank 32.8 bpbiom 52 bpbiom 46.8 bpbiom 50.4 bpbiom 52.9 bpbiom 40.5 bpbiom 40.5 bpbuil 36 bpbuil 31.6 bpbuil 29.4 bpbuil 28.8 bpbuil 27.1 bpbuil 25.9 bpbusi 41.1 bpbusi 36 bpbusi 33 bpbusi 33.9 bpbusi 30.8 bpbusi 30.5 bpchem 39.8 bpchem 36.5 bpchem 33 bpchem 31.1 bpchem 26.2 bpchem 26.2 bpcomp 44.4 bpcomp 43.1 bpcomp 36.3 bpcomp 39 bpcomp 33.3 bpcomp 35.5 bpdrug 49.6 bpdrug 43.1 bpdrug 42.3 bpdrug 44.7 bpdrug 39.3 bpdrug 44.3 bpelec 54.7 bpelec 49.1 bpelec 50.9 bpelec 52.6 bpelec 44.2 bpelec 43.3 bpeuro 50 bpeuro 53.6 bpeuro 55.6 bpeuro 53.6 bpeuro 53.6 bpeuro 53.6 bpeuti 48.1 bpeuti 49.1 bpeuti 43 bpeuti 42 bpeuti 40 bpeuti 38 bpfina 40.5 bpfina 36 bpfina 38.2 bpfina 45 bpfina 36.1 bpfina 35.8 bpfood 37.5 bpfood 36 bpfood 35.6 bpfood 35.6 bpfood 30.8 bpfood 33.5 bpfore 40 bpfore 34 bpfore 32 bpfore 34 bpfore 38 bpfore 38 bpgame 53.5 bpgame 46.5 bpgame 41.9 bpgame 41.9 bpgame 37.2 bpgame 41.9 bpguti 70.8 bpguti 61.5 bpguti 59.4 bpguti 56.3 bpguti 54.7 bpguti 54 bpheal 39.3 bpheal 35.9 bpheal 35.5 bpheal 36.3 bpheal 32 bpheal 30.6 bphous 40.3 bphous 36.1 bphous 33.3 bphous 36.8 bphous 35 bphous 31.7 bpinet 44.81 bpinet 30.99 bpinet 40.19 bpinet 49.09 bpinet 25.22 bpinet 42.86 bpinsu 30.3 bpinsu 25.3 bpinsu 26.1 bpinsu 24.1 bpinsu 21.7 bpinsu 25.7 bplati 46.3 bplati 44.4 bplati 46.3 bplati 42.6 bplati 31.5 bplati 34.6 bpleis 39.3 bpleis 36.4 bpleis 36.8 bpleis 38 bpleis 29.8 bpleis 32.5 bpmach 35 bpmach 32.3 bpmach 27.4 bpmach 32.7 bpmach 33.3 bpmach 33.3 bpmedi 52 bpmedi 46.1 bpmedi 47 bpmedi 48.5 bpmedi 41.4 bpmedi 45.5 bpmeta 55.1 bpmeta 51.3 bpmeta 52.6 bpmeta 51.3 bpmeta 42.3 bpmeta 39.7 bpnyse 41.5 bpnyse 36.2 bpnyse 36.1 bpnyse 37.2 bpnyse 32 bpnyse 33.4 NEW YORK STOCK EXCHG. bpoil 59.9 bpoil 48.2 bpoil 49.3 bpoil 45 bpoil 42.9 bpoil 42.9 bpoils 58.4 bpoils 40.4 bpoils 34.8 bpoils 33.7 bpoils 31.5 bpoils 36 bpopti 43.67 bpopti 36.31 bpopti 41.72 bpopti 43.1 bpopti 34.47 bpopti 37.58 LEADING INDICATOR #2 bpotc 46.5 bpotc 40 bpotc 43.2 bpotc 45 bpotc 36.3 bpotc 39.2 OVER-THE-COUNTER bpprec 30.4 bpprec 62.2 bpprec 62.2 bpprec 55.6 bpprec 48.9 bpprec 44.4 bpprot 45.9 bpprot 48.6 bpprot 38.9 bpprot 36.1 bpprot 30.6 bpprot 36.1 bpreal 46.3 bpreal 44.2 bpreal 40.3 bpreal 39.3 bpreal 35.8 bpreal 34.2 bprest 37.8 bprest 35.4 bprest 32.5 bprest 32.1 bprest 29.6 bprest 30.9 bpreta 34.3 bpreta 33.7 bpreta 34.2 bpreta 37.1 bpreta 33.5 bpreta 32.5 bpsavi 41.8 bpsavi 39.9 bpsavi 33.1 bpsavi 31.1 bpsavi 26.7 bpsavi 26 bpsemi 61.5 bpsemi 36.5 bpsemi 46.3 bpsemi 45.8 bpsemi 25.3 bpsemi 38.3 bpsoft 50.7 bpsoft 46.7 bpsoft 47.6 bpsoft 46 bpsoft 39.7 bpsoft 43.9 bpstee 50 bpstee 43.8 bpstee 41.3 bpstee 33.3 bpstee 26.7 bpstee 24.4 bptele 50.9 bptele 45.8 bptele 50.9 bptele 56.9 bptele 49.1 bptele 50.2 bptext 40.4 bptext 36 bptext 36.1 bptext 36.5 bptext 35.4 bptext 35 bptran 46 bptran 40.2 bptran 44.2 bptran 38.4 bptran 34.9 bptran 31 bpwall 24.5 bpwall 22.6 bpwall 25.5 bpwall 22.6 bpwall 15.1 bpwall 23.1 bpwast 37.9 bpwast 37.9 bpwast 37.9 bpwast 32.8 bpwast 32.8 bpwast 32.8 HiLo 26.59 HiLo 11.64 HiLo 13.6 HiLo 21.4 HiLo 13.59 HiLo 7.71 LEADING INDICATOR #3 NUMERICAL ORDER BELOW Percent Percent Percent Percent Percent Percent 9/21/99 9/28/99 10/5/99 10/12/99 10/19/99 10/26/99 bpguti 70.8 bpprec 62.2 bpprec 62.2 bptele 56.9 bpguti 54.7 bpguti 54 bpasia 66 bpguti 61.5 bpguti 59.4 bpguti 56.3 bpeuro 53.6 bpeuro 53.6 bpsemi 61.5 bpasia 58 bpeuro 55.6 bpprec 55.6 bptele 49.1 bptele 50.2 bpoil 59.9 bpeuro 53.6 bpmeta 52.6 bpeuro 53.6 bpprec 48.9 bpasia 48 bpoils 58.4 bpmeta 51.3 bpasia 52 bpbiom 52.9 bpasia 46 bpmedi 45.5 bpmeta 55.1 bpeuti 49.1 bptele 50.9 bpelec 52.6 bpelec 44.2 bpprec 44.4 bpelec 54.7 bpelec 49.1 bpelec 50.9 bpasia 52 bpoil 42.9 bpdrug 44.3 bpgame 53.5 bpprot 48.6 bpbiom 50.4 bpmeta 51.3 bpmeta 42.3 bpsoft 43.9 bpmedi 52 bpoil 48.2 bpoil 49.3 bpinet 49.09 bpmedi 41.4 bpelec 43.3 bpbiom 52 bpbiom 46.8 bpsoft 47.6 bpmedi 48.5 bpbiom 40.5 bpoil 42.9 bptele 50.9 bpsoft 46.7 bpmedi 47 bpsoft 46 bpeuti 40 bpinet 42.86 bpsoft 50.7 bpgame 46.5 bpsemi 46.3 bpsemi 45.8 bpsoft 39.7 bpgame 41.9 bpstee 50 bpmedi 46.1 bplati 46.3 bpotc 45 bpdrug 39.3 bpbiom 40.5 bpeuro 50 bptele 45.8 bptran 44.2 bpoil 45 bpfore 38 bpmeta 39.7 bpdrug 49.6 bplati 44.4 bpotc 43.2 bpfina 45 bpgame 37.2 bpotc 39.2 OVER-THE-COUNTER bpeuti 48.1 bpreal 44.2 bpeuti 43 bpdrug 44.7 bpotc 36.3 bpsemi 38.3 bpotc 46.5 bpstee 43.8 bpdrug 42.3 bpopti 43.1 bpfina 36.1 bpfore 38 bpreal 46.3 bpdrug 43.1 bpgame 41.9 bplati 42.6 bpreal 35.8 bpeuti 38 bplati 46.3 bpcomp 43.1 bpopti 41.72 bpeuti 42 bptext 35.4 bpopti 37.58 LEADING INDICATOR #2 bptran 46 bpoils 40.4 bpstee 41.3 bpgame 41.9 bphous 35 bpprot 36.1 bpprot 45.9 bptran 40.2 bpreal 40.3 bpreal 39.3 bptran 34.9 bpoils 36 bpinet 44.81 bpotc 40 bpinet 40.19 bpcomp 39 bpopti 34.47 bpfina 35.8 bpcomp 44.4 bpsavi 39.9 bpprot 38.9 bptran 38.4 bpreta 33.5 bpcomp 35.5 bpopti 43.67 bpwast 37.9 bpfina 38.2 bpleis 38 bpmach 33.3 bptext 35 bpsavi 41.8 bpsemi 36.5 bpwast 37.9 bpnyse 37.2 bpcomp 33.3 bplati 34.6 bpnyse 41.5 bpchem 36.5 bpleis 36.8 bpreta 37.1 bpauto 33.3 bpauto 34.3 bpbusi 41.1 bpleis 36.4 bpcomp 36.3 bphous 36.8 bpwast 32.8 bpreal 34.2 bpfina 40.5 bpopti 36.31 bptext 36.1 bptext 36.5 bpnyse 32 bpfood 33.5 bptext 40.4 bpnyse 36.2 bpnyse 36.1 bpheal 36.3 bpheal 32 bpnyse 33.4 NEW YORK STOCK EXCHG. bphous 40.3 bphous 36.1 bpfood 35.6 bpprot 36.1 bpoils 31.5 bpmach 33.3 bpfore 40 bptext 36 bpheal 35.5 bpfood 35.6 bplati 31.5 bpwast 32.8 bpchem 39.8 bpfood 36 bpoils 34.8 bpfore 34 bpbank 31.3 bpbank 32.8 bpleis 39.3 bpfina 36 bpreta 34.2 bpbusi 33.9 bpfood 30.8 bpreta 32.5 bpheal 39.3 bpbusi 36 bphous 33.3 bpoils 33.7 bpbusi 30.8 bpleis 32.5 bpwast 37.9 bpheal 35.9 bpsavi 33.1 bpstee 33.3 bpprot 30.6 bphous 31.7 bprest 37.8 bprest 35.4 bpchem 33 bpauto 33.3 bpleis 29.8 bptran 31 bpfood 37.5 bpfore 34 bpbusi 33 bpbank 32.9 bprest 29.6 bprest 30.9 bpbuil 36 bpreta 33.7 bprest 32.5 bpwast 32.8 bpaero 28.2 bpheal 30.6 bpauto 35.4 bpmach 32.3 bpfore 32 bpmach 32.7 bpbuil 27.1 bpbusi 30.5 bpmach 35 bpbuil 31.6 bpbank 31.9 bprest 32.1 bpstee 26.7 bpaero 30 bpreta 34.3 bpinet 30.99 bpauto 31.6 bpsavi 31.1 bpsavi 26.7 bpchem 26.2 30week 33.56 bpbank 30.8 30week 29.83 bpchem 31.1 bpchem 26.2 bpsavi 26 bpbank 31.1 bpauto 30.5 bpbuil 29.4 bpaero 29.6 bpsemi 25.3 bpbuil 25.9 bpprec 30.4 30week 28.42 10week 27.94 bpbuil 28.8 bpinet 25.22 bpinsu 25.7 bpinsu 30.3 bpaero 25.7 bpmach 27.4 30week 28.45 30week 23.2 10week 25.27 LEADING INDICATOR #1 bpaero 30.1 bpinsu 25.3 bpaero 26.4 10week 27.9 bpinsu 21.7 bpstee 24.4 HiLo 26.59 bpwall 22.6 bpinsu 26.1 bpinsu 24.1 10week 19.56 30week 23.57 LEADING INDICATOR #4 bpwall 24.5 10week 20.83 bpwall 25.5 bpwall 22.6 bpwall 15.1 bpwall 23.1 10week 23.88 HiLo 11.64 HiLo 13.6 HiLo 21.4 HiLo 13.59 HiLo 7.71 LEADING INDICATOR #3