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

To: rudedog who wrote (162294)	10/21/2000 11:59:09 AM
From: calgal	Read Replies (1) \| Respond to of 176387

PC shipments worldwide grow 16 percent By Michael Kanellos Staff Writer, CNET News.com October 20, 2000, 11:25 a.m. PT Although demand was more tepid than average, the PC market managed to grow approximately 16 percent in the third quarter. Worldwide PC shipments grew by 15.2 percent in the third quarter, according to market research firm Dataquest, while competitor IDC reported that shipments grew by 18.3 percent. Averaging the two, shipment growth came in between 16 percent and 17 percent, according to a report from Merrill Lynch analyst Steve Fortuna. As in the second quarter, demand from overseas markets, particularly Asia, paced the market. U.S. shipments grew slower than the worldwide figure. "We think these results are good, in line with our expectations, and think we are set up for a good" fourth quarter, Fortuna wrote. "It appears that Asia/Pacific and Japan drove much of the strength in (the third quarter). Europe does not appear to be particularly strong and we expect the U.S. was stronger than Europe." The consumer market also continued to grow in importance. In the United States and Japan, the consumer market was larger than the corporate market again, noted Roger Kay, an IDC analyst. In the rest of the world, the consumer market was smaller but grew at a faster rate than the corporate market. The shipment figures provide fodder for both PC pessimists and optimists. On the positive side, the PC market is still growing. However, it's not growing as fast as it once was. From 1994 to 1999, the PC market in the United States on average grew by 20 percent in the third quarter. Then again, the market has oscillated with strong third quarters followed by slow ones in the succeeding year. Last year, the market grew by 22.4 percent, according to IDC--above the average. The full reports from Dataquest and IDC will be officially released Monday. Fortuna included the data in a report from Merrill Lynch this morning. news.cnet.com

To: rudedog who wrote (162294)	10/23/2000 1:21:33 AM
From: calgal	Respond to of 176387

Compaq gains in PC market, still lags Dell 10/23/2000 By Crayton Harrison / The Dallas Morning News Compaq Computer Corp. made gains in U.S. market share in the third quarter, but Dell Computer Corp. held its lead, according to research expected to be released Monday. A report by research firm International Data Corp. said Dell, based in Round Rock, Texas, increased its U.S. market share to 20.2 percent from 18.1 percent a year ago. Houston-based Compaq saw its market share rise to 16.5 percent from 15.4 percent last year, the report said. A study by rival research firm Gartner Dataquest had similar results. In the worldwide market, Compaq led with a 13.1 percent market share to Dell's 11.5 percent. "There continues to be a lot of competition between the two of them, and the results for the quarter didn't change that picture," said Loren Loverde, an analyst for IDC's PC research program. Dataquest's report said the worldwide personal computer market grew 15.2 percent from the third quarter of last year, while IDC reported a gain of 18.3 percent. That market growth could allay some analysts' fears that the market for personal computers is becoming saturated, Mr. Loverde said. "Demand appears to be healthy around the world," he said. "It's very close to our expectations. That's a good sign for this quarter, and we're cautiously optimistic for the rest of the year." After Dell and Compaq, Hewlett-Packard ranked third, Gateway was fourth, and IBM Corp. fifth in U.S market share in both studies. Hewlett-Packard was third and IBM fourth in the global market, both studies said. Dataquest listed NEC Computers fifth, while IDC ranked Fujitsu Siemens at that position. dallasnews.com