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To: Charles R who wrote (89192)1/24/2000 12:40:00 PM
From: tejek  Respond to of 1578331
 
PC news for Q4; CPQ number 1 in world and DELL number 1 in US
____________________________________________________________
Technology News
Mon, 24 Jan 2000, 12:31pm EST


Personal Computer Shipments Rose More-Than-Expected 19% in Fourth Quarter
By Jeff Bliss

Framingham, Massachusetts, Jan. 24 (Bloomberg) -- Worldwide
personal-computer shipments rose a better-than-expected 19
percent in the fourth quarter, as consumers in Asia rushed to buy
machines to get on the Internet, a market researcher said.

Shipments had been expected to rise 17 percent worldwide,
according to International Data Corp. of Framingham,
Massachusetts. In preliminary results, U.S. shipments rose 17
percent, topping IDC's forecast for 13 percent growth. Dataquest,
another market-research firm, said worldwide shipments increased
17 percent and U.S. shipments rose 15 percent.

Dell Computer Corp., the world's largest direct PC seller,
beat out Compaq Computer Corp. for the No. 1 position in the U.S.
market for the second consecutive quarter. Compaq maintained its
worldwide lead. Stronger Asian economies, particularly in Japan,
fueled sales among consumers.
``The Asian market is finally back 100 percent,' said John
Brown, an IDC analyst. ``You've got to be there to succeed as a
global player.'

With their economies no longer teetering on bankruptcy,
consumers in Asia returned to buying computers at a clip not seen
in several years. Even Year 2000 concerns, which slowed the U.S.
corporate computer market, failed to deter Asian consumers.
``Driving demand was a rise in Internet awareness and low
prices,' said Charles Smulders, an analyst at San Jose,
California-based Dataquest.

Global Market

Compaq shipped 4.6 million PCs in the fourth quarter,
capturing 14 percent of the worldwide market, compared with
second-place Dell's 10 percent, IDC said. International Business
Machines Corp. came in third worldwide with a 7.6 share, while
fourth-place Hewlett-Packard Co. had 7.5 percent. The joint
venture between Fujitsu Ltd. and Siemens AG was fifth with a 5.2
percent market share.

Round Rock, Texas-based Dell held off Compaq in the U.S.,
accounting for 17 percent of the market in the fourth quarter.
Compaq garnered a 16 percent share.

Compaq struggled to copy Dell's success by selling more
computers directly to consumers. The plan is a big switch in
strategy for Houston-based Compaq, which became the largest PC
maker by selling computers predominantly through dealers,
retailers and distributors.
``Dell is definitely at the point where they're in charge,'
IDC's Brown said.

Hewlett-Packard's Growth

Hewlett-Packard's fourth-quarter shipment growth outpaced
most of its rivals both in the U.S. and worldwide. Its U.S.
shipments rose 64 percent from the year-ago quarter, while global
shipments surged 49 percent, IDC said.

Hewlett-Packard captured 10.2 of the U.S. market in the
quarter, while Gateway had 9.2 percent. IBM, which started to
shut down sales to U.S. retailers to sell online, had a 5.5
percent share.

U.S. consumer demand, which was sparked by price cuts made
earlier in the year by major PC makers to compete with ``free'
PCs and rebates, remained brisk in the fourth quarter.
``People are still buying although they bought a lot in the
first half,' Brown said.

U.S. and Japanese corporate customers, which delayed PC
purchases in the fourth quarter to test for Year 2000 bugs, will
increase buying early this year. ``We're expecting a pretty
healthy performance of the (PC) market in the first half,' Brown
said.

Dataquest expects worldwide shipment growth rates to slow to
18 percent this year, a drop from 1999's 22 percent.



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To: Charles R who wrote (89192)1/24/2000 12:42:00 PM
From: Bob Howarth  Read Replies (1) | Respond to of 1578331
 
AMD has a convertible debenture with convert price of 37 for about 12 million shares or so. Callable in 2002. I wonder if some of the convert holders took the 37 in the last week. Does anyone know?