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Technology Stocks : Lam Research (LRCX, NASDAQ): To the Insiders -- Ignore unavailable to you. Want to Upgrade?

To: Proud_Infidel who wrote (4446)	11/20/2000 10:44:31 PM
From: Proud_Infidel	Read Replies (1) \| Respond to of 5867

PC Shipments in Asia-Pacific Rise Sharply in 3Q, Dataquest Says November 20, 2000 (TOKYO) -- PC shipments in the Asia-Pacific region, excluding Japan, increased sharply, registering 4.6 million units in the third quarter of 2000, a gain of 34 percent from a year earlier. Dataquest Inc. released the third-quarter PC shipment survey results for the Asia-Pacific region on Nov. 8. Dataquest is a unit of Gartner Group Inc., a market research company. The PC market of the Asia-Pacific region expanded substantially thanks to introduction of IT technology by government organizations, private companies and the spread of the use of the Internet in many countries. Legend Computer, a Chinese PC firm, topped other makers for the second straight quarter, at with 11 percent market share, followed by IBM Corp. at 8 percent and Samsung Electronics Co., Ltd. of Korea at 7 percent. The three companies increased their shipments significantly due mainly to rising demand for PCs in China and Korea. By region, China had the largest market share at 39 percent of total shipments, as demand in China remained firm, soaring 14 percent over the second quarter. Korea ranked second at 18 percent, for an increase of 125 percent over the same period last year. The introduction of the goods and service tax (GST) in Australia dampened purchases there and the depreciating Australian dollar had an adverse impact on shipments, resulting in an increase of just 11 percent. Shipments surged to some Asia-Pacific countries, such as India, Malaysia, Thailand and Indonesia, where the spread of PCs has been low. Shipments to Taiwan, Hong Kong, Singapore and New Zealand, where PCs are widely used, also increased. And demand in the Philippines and Vietnam is expected to grow in the future. The following is a chart of rankings on market share by maker and their ratio of increase. Table Asia/Pacific PC Vendor Unit Shipment Estimates for 3Q 2000 (Units) Company 3Q 2000 Market Share (Percent) 3Q99 Market Share (Percent) Shipment Growth Legend 11.1 7.9 87.5 IBM (with IBM/LG) 8.6 8.3 39.4 Samsung Electronic 7.4 4.8 104.7 Compaq 7.1 7.8 22.1 Acer 5.3 4.8 48.8 Others 60.5 66.4 22.8 Total Market 100.0 100.0 34.0 Note: Table includes desktop PCs and notebook PCs. Source: Gartner Dataquest (November 2000) (ITPro)