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To: John F. Dowd who wrote (90994)	10/27/1999 12:15:00 AM
From: Process Boy	Read Replies (1) \| Respond to of 186894

John - <Saw a post somewhere where IBM to introduce 5 new Lap tops on Monday with PIII cpus.> Here are some salient points from the article: Mobile computers sell at higher average prices than desktop computers and demand is climbing as companies large and small increasingly purchase these smaller, more portable computers as replacements for desktop models. "This is the next generation of corporate IT computers," said Tim Bajarin, an analyst at Creative Strategies in San Jose, Calif. Companies that before might have had as much as 80 percent of their computers as desktops are going more and more to notebooks to support a more mobile work force, he said. For the third quarter, notebooks had an average selling price of $2,100 and IBM had 30 percent of the units sold to the business market, Kelly said. Here at Intel, there is a program just as this is described. That is, target ~80% of all Intel personal computers assigned to individuals to be Mobiles within the next year or so. I truly believe Coppermine, coupled with Speed Step, is THE PLATFORM to build this kind of infrastructure. PB ====================================================================== IBM introduced four notebook computer products on Monday, rolling Pentium III chips into its line of portable computers for the business market. The enhanced chip products give Armonk, N.Y.-based IBM an advantage in a very competitive, but profitable marketplace, analysts said. "This puts them on the leading edge," said Stella Kelly of the research company Market Metrics, Saratoga, Calif. Mobile computers sell at higher average prices than desktop computers and demand is climbing as companies large and small increasingly purchase these smaller, more portable computers as replacements for desktop models. "This is the next generation of corporate IT computers," said Tim Bajarin, an analyst at Creative Strategies in San Jose, Calif. Companies that before might have had as much as 80 percent of their computers as desktops are going more and more to notebooks to support a more mobile work force, he said. For the third quarter, notebooks had an average selling price of $2,100 and IBM had 30 percent of the units sold to the business market, Kelly said. Despite the popularity of the form, computer makers are being squeezed by supply shortages, rising prices for display panels ,and by earthquakes in Taiwan that have affected chip availability. "Screen supply is very tight," said Leo Suarez, IBM worldwide director of product marketing. "We lock up our supply in advance and this was locked in at the beginning of the year. We don't expect to suffer." Suarez said the availability of the Pentium III chips depends on how quickly they can be delivered by Intel, which on Monday launched a new series of Pentium chips. "They should be available in volume in four of five weeks," he said. IBM rolled out new ThinkPad 600X and 390X models that include Pentium III processors and introduced a mini-notebook, the 240, with a new 366-MHz Celeron processor and added a keyboard light to the I-series 1500 with a new 466-MHz Celeron chip.