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Technology Stocks : Dell Technologies Inc. -- Ignore unavailable to you. Want to Upgrade?

To: Lee who wrote (156527)	4/24/2000 8:20:00 AM
From: Patrick E.McDaniel	Respond to of 176387

Lee, thanks! Pat

To: Lee who wrote (156527)	4/24/2000 9:28:00 AM
From: stock bull	Respond to of 176387

Lee and All: Here's a good summary article on the IDC and Dataquest reports: PC sales continue to boom By Margaret Kane, ZDNN April 24, 2000 4:59 AM PT URL: zdnet.com Tech markets may have taken a bath recently, but consumer interest in PCs isn't slowing down, according to two new studies released Monday. According to a new report from research firm Dataquest Inc., the worldwide PC market grew 15 percent during the first quarter. Rival research firm International Data Corp. pegged the growth rate even higher, at 20 percent. Analysts from both firms agreed that consumer demand, particularly in the Asia/Pacific region, was behind the surge. "We saw pretty strong growth but sluggishness in the commercial market early in the quarter. The real offset came from demand in the Asia/Pacific region and from global consumer demand," said IDC analyst Bruce Stephen. "I think we've been seeing this extended consumer boom globally, and it continued in Q1. "There's some pretty big jumps going on in the home Internet population in places like Japan and Europe," he added. Compaq, Dell retain lead Compaq Computer Corp. retained its lead in the global PC sales race, pulling in 12.5 percent of the market according to Dataquest and 13.1 percent according to IDC. It was followed by Dell Computer Corp., with around 10 percent share, Hewlett-Packard Co. with around 8 percent, and IBM Corp. with around 6 percent. IDC lists Fujitsu-Siemens as the No. 5 PC seller worldwide, while Dataquest handed the spot to NEC. HP showed the strongest growth of the Top 5 PC makers, topping 55 percent in both studies. The big loser was IBM, which saw its sales slip significantly. "IBM had a very disappointing quarter, particularly in the U.S.," said Charles Smulders, an analyst at Dataquest. "One of the major factors was their withdrawal from the U.S. retail market with their Aptiva line. That clearly impacted shipment numbers. They also suffered from sluggish growth following Y2K slowdown. They still have some competitive issues to address in this market. They're still suffering from fierce competition in big accounts." U.S. figures The effect of the retail pullout was obvious in the figures for the U.S. market. IBM dropped out of the Top 5 entirely, making way for low-cost PC maker eMachines Inc. to break into the pack with around 4.5 percent of the market. eMachines still lags considerably behind Gateway Inc., which is ranked No. 4 in the United States with about 9 percent of the market. "(eMachines continues) to have wide availability. They're very aggressively priced," Stephen said. "They're sort of the reigning price alternative to the major brands in the U.S." Dell led the U.S market, followed by Compaq and HP. Stock Bull