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.

Technology Stocks : Compaq -- Ignore unavailable to you. Want to Upgrade?

To: The Duke of URL© who wrote (87404)	12/4/2000 8:15:43 PM
From: Elwood P. Dowd	Respond to of 97611

PC Sales in Japan Increased 36% by: techguy_lovegrowth 12/4/00 7:43 pm Msg: 200207 of 200208 Analysts will perhaps breakout of their US-Centricity to Assess THE WORLDWIDE MARKET nikkeibp.asiabiztech.com PC Sales in Japan Increase 36 Pct. Y-O-Y December 4, 2000 (TOKYO) -- In the second week of November (Nov. 6-Nov. 12, 2000) sales of PCs in Japanese market fell 18.2 percent in units compared to a week before, but they rose 36.1 percent on a year-on-year basis. In terms of value, the sales fell 19.8 percent, compared with a week earlier, and in comparison with the same week last year (Nov. 8-Nov. 12, 1999), the sales showed an increase of 20.8 percent, according to a survey conducted by GfK Japan Ltd. Nikkei Market Access compiles the data for this survey. GfK Japan is an information service company dealing with POS data collected from 3,200 volume retailers of household electric appliances. The average PC retail price fell 3,707 yen from the previous week's 185,445 yen, to 181,738 yen. (110.83 yen = US$1) PC sales in the previous week increased due in part to the Japanese national holiday "Culture Day" on Nov. 3. However, this is a seasonal trend seen every year. In fact, sales this week show a 36.1 percent increase in comparison with the same week last year. The rise in sales of notebook PCs is especially notable with a 44.2 percent increase on a year-on-year basis, which is 15 percentage points higher as compared with desktop PC sales.

To: The Duke of URL© who wrote (87404)	12/4/2000 8:17:01 PM
From: rudedog	Respond to of 97611

Duke - this is a classic CPQ play - develop technology, then work to get the industry to accept it as "standard", then use the advantage they have in that development to dominate. A recent example is the profusion 8-way chipset, co-developed by CPQ and now the standard. CPQ has about 70% of the 8-way market. This extends the agreement they did with IBM. I would expect them to try to sweep up everyone but EMC... then the volume arguments play to management software, hardware development... sooner or later they win.