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To: Dan Spillane who wrote (112616)10/6/2000 3:11:42 PM
From: The Duke of URLĀ©  Respond to of 186894
 
>>...I haven't seen a SINGLE newswire story mentioning the fact that Europe is ON VACATION in the third quarter. Yet, all this horror about Europe sales?!?<<

from Forbes.com via tonyt on the compaq thread:

But some industry analysts have yet to join in singing the European blues.

Count Bruce Stephen, vice president of PC market research at Framingham, Mass.-based research firm International Data Corp., among them. Stephen says the third quarter is traditionally slow for European PC sales, while the fourth quarter often makes up for the difference.

``Europe tends to have the biggest spike of any region worldwide during the fourth quarter. They also have a strong holiday buying component,'' he says. ``Their market tends to go to sleep during the third quarter. A lot of business and consumer buying shuts down. People take time off.''



Oh, and I almost forgot, notice the quote is from "Count Bruce". :)))

Message 14528128



To: Dan Spillane who wrote (112616)10/6/2000 4:49:41 PM
From: TomZ  Read Replies (1) | Respond to of 186894
 
Dan,

Good point about Europe being on vacation much of Q3. I'm sure the euro valuation also contributed some. I think you might be correct. Hoping for a rebound in Q4. Should start with actual earnings announcements and conference calls with projections for Q4.

OT: I am amused by the COMChristo postings.



To: Dan Spillane who wrote (112616)10/6/2000 10:19:20 PM
From: Meathead  Respond to of 186894
 
Nevermind... <eom>