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To: Road Walker who wrote (94955)1/4/2000 9:42:00 AM
From: greenspirit  Respond to of 186894
 
Mark, Article...PC Video Cameras Sales Explode in November...

Tuesday January 4 9:01am
Source: PR Newswire

RESTON, Va., Jan. 4 /PRNewswire/ -- PC Video Camera unit sales increased more than 250% in November 1999 versus November 1998, making it one of the top three fastest growing categories, according to the November 1999 PC Data Retail Hardware report.

Revenue was up over 96% during that same period. For the first eleven months of the yea, unit sales were up 128% and dollars advanced 35% as the average price for a PC Video camera fell 41%, from $161 to $96. Intel led unit sales for the third month in a row, as it continues to attempt to wrest control of the category from long-time market leader Logitech. Year-to-date however, Logitech remains the market share leader.

"PC Video Camera sales are being propelled by consumers growing interest in simple, low cost video solutions for their computers," said Stephen Baker, Director of Hardware Analysis for PC Data. "Manufacturers in this category are satisfying this demand by providing easy to use connections, as nearly 96% of all cameras sold in November used USB connectivity and low price, as average prices before rebates fell to only $72, down from $130 in 1998."

In November Intel was the market leader with a 37.2% unit share, despite an $81 average price, which was well above the overall average. Xirlink, the manufacturer of IBM branded PC cameras, captured second place with a unit share of 16.7%. The combination of the strong IBM brand name, and comparatively low prices, ($50 per camera), fueled Xirlink's performance.

Logitech fell to third place, with 16.2% unit market share and an average price of $70. Ezonics followed in fourth place with 13.6% unit market share and an average price of $48, the lowest of the top five OEMs. Since its entry into the category last winter, Ezonics has quickly gained market share on the basis of its aggressively low pricing. Kensington, which only entered the market in October, leapt to fifth place in November, with 5.3% unit share and an average price of $59. Kensington has been able to leverage the strong distribution channels of computer accessories products, as well as its product design ability, to make an immediate impact in the PC Video camera market.

Price remains a major selling feature as the four top products in November all sold for less than the category average of $72. The best selling PC Video Camera in November was Intel's PC Camera Pack at an average price of $65. The Xirlink IBM camera was second with a price of $49. Ezonics EZ302 was third with an average price of $44, the lowest of the top five products. Logitech's low priced entry, the QuickCam Express, which sold for an average of $49, was fourth, and the Intel PC Camera Pack Pro version was fifth, with an average price of $127. Combined the top five product represented 75% of all the sales for the month.

Through the first eleven months of the year, Logitech still remains the number one OEM with a unit share of 29.8%. Intel's strong showing over the last few months has propelled them to the number two spot, with unit share of 28.1%. Ezonics follows in third place with year-to-date share of 10.7%. In fourth place for the first eleven months of the year is Creative Labs with a market share of 7% and Xirlink follows in fifth place at 6.8% of sales.

Based in Reston, VA, PC Data has been providing point-of-sale data since 1991 and is a leading comprehensive source of data on software, hardware and video game sales information. More than 1,000 industry professionals worldwide currently use PC Data's sales information to maximize their competitive edge and compete in today's marketplace. PC Data tracked approximately $48 billion in hardware and $12 billion in software sales in all U.S. distribution channels. In addition, PC Data also tracks sales through educational resellers, corporate resellers and distributors.

The company's latest initiative includes PC Data Online, an Internet monitoring service. It has established a state-of-the-art capability to field Internet-based surveys.

For more information on this and other retail reports, please contact PC Data via its web site at www.pcdata.com or by phone at (703) 435-1025.



To: Road Walker who wrote (94955)1/4/2000 11:43:00 AM
From: Jim McMannis  Read Replies (1) | Respond to of 186894
 
John,
RE:"I thought of you about 1 AM on Jan 1. I came back from a party and my PC had crashed. It wouldn't reboot, wouldn't even check drives for a start up disk. My first thought was S**T, McMannis was right!"

I really didn't know what the efects of Y2K would be. I did think there would be more panic. People chose not to fly, maybe filled up their gas tanks and some bought generators and stocked up on food...
That's about it...

Jim



To: Road Walker who wrote (94955)1/4/2000 2:43:00 PM
From: Jim McMannis  Read Replies (1) | Respond to of 186894
 
RE:"Turned out to be an non-Y2K problem, but what a coincidence.

FWIW: Futures look very grim this morning..."

You probably know from years gone by that interest rates are the biggest factor in my market model. ( I was beginning to wonder) I remember your biggest concern was rates if not Y2K. It appears you are correct, despite the delayed reaction. I figured the markets would tank in advance of the new year. It appears my timing was off.

Jim