Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?

To: Tony Viola who wrote (35789)	7/17/2000 12:02:28 PM
From: Proud_Infidel	Respond to of 70976

PC Sales in 4th Week of June See Double Digit Increase July 17, 2000 (TOKYO) -- PC sales at retail stores in Japan in the fourth week of June rose more than 10 percent over the previous week in terms of units and value. Although PC sales were lackluster in the third week of June, the sales rose again in the fourth week of the month as the summer shopping season went into full swing and new models were marketed. According to a survey conducted by GfK Japan Ltd., PC sales for the fourth week of June 2000 (June 19 - 25, 2000) increased 11.8 percent in units and 11.1 percent in value from the previous week. The average retail sales price was 196,562 yen, down 1,283 yen from 197,845 yen in the previous week. (107.28 yen = US$1) GfK Japan Ltd. handles POS data for 3,200 large electric home-appliance retail stores in Japan. Compared with the turnover for the same week a year earlier (June 21 - 27, 1999), PC sales increased 54.8 percent in units and rose 38.5 percent in value. Popular models of NEC Corp., Fujitsu Ltd., Sony Corp. and other makers are still seeing brisk sales. Also, new models put on sale in June were selling at a brisk pace. Those include the Presario3571 of Compaq KK, a desk-top/tower PC with a JBL speaker system built in, and the ThinkPad i series 1161-234, a low-priced notebook PC from IBM Japan Ltd.

To: Tony Viola who wrote (35789)	7/17/2000 12:02:54 PM
From: Proud_Infidel	Respond to of 70976

PC Sales in 4th Week of June See Double Digit Increase July 17, 2000 (TOKYO) -- PC sales at retail stores in Japan in the fourth week of June rose more than 10 percent over the previous week in terms of units and value. Although PC sales were lackluster in the third week of June, the sales rose again in the fourth week of the month as the summer shopping season went into full swing and new models were marketed. According to a survey conducted by GfK Japan Ltd., PC sales for the fourth week of June 2000 (June 19 - 25, 2000) increased 11.8 percent in units and 11.1 percent in value from the previous week. The average retail sales price was 196,562 yen, down 1,283 yen from 197,845 yen in the previous week. (107.28 yen = US$1) GfK Japan Ltd. handles POS data for 3,200 large electric home-appliance retail stores in Japan. Compared with the turnover for the same week a year earlier (June 21 - 27, 1999), PC sales increased 54.8 percent in units and rose 38.5 percent in value. Popular models of NEC Corp., Fujitsu Ltd., Sony Corp. and other makers are still seeing brisk sales. Also, new models put on sale in June were selling at a brisk pace. Those include the Presario3571 of Compaq KK, a desk-top/tower PC with a JBL speaker system built in, and the ThinkPad i series 1161-234, a low-priced notebook PC from IBM Japan Ltd.

To: Tony Viola who wrote (35789)	7/28/2000 12:17:27 PM
From: C_Johnson	Read Replies (4) \| Respond to of 70976

Hello Everyone, During a week when Wall Street is dumping semis it might not be a bad idea to get some information from the horse's mouth. Do I need to say that a number of the equipment stocks are at decent buying levels? Probably not! For those in Silicon Valley a handful of equipment companies are presenting at the Informed Investors 5th Bay Area Semiconductor Forum in Palo Alto this weekend. A number of them will also be speaking at the Adams Harkness and Hill Conference next week. I plan to attend the AH&H session in Boston and to visit with some of the local companies but the Informed Investors session is also a good place to hear some of the stories. Here's a link to the agenda for the Informed Investors session: informedinvestors.com Ron Leckie of our staff will be attending but he will not be speaking. Sue Billat of Robertson Stephens will be speaking about the equipment industry (FWIW, I am pretty sure she will be speaking bullishly). If you are going to attend and you would like to have a few tapes of the presentations you can wander over to this URL to get a coupon for two free tapes: infras.com This coupon was originally for INFRASTRUCTURE subscribers but if you are not go ahead and use it anyway. The more the merrier. I should mention that we are not getting compensated for any of this. They've got some space this weekend and I just thought a few who are interested in hearing from some of the equipment companies might like to attend. Regards, Carl