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To: Night Writer who wrote (88743)	1/9/2001 3:15:26 PM
From: Piotr Koziol	Read Replies (1) \| Respond to of 97611

Is this also good news? IBM Says PC Market's Percentage Growth Will Be in Mid-Teens By Paul Horvitz Armonk, New York, Jan. 9 (Bloomberg) -- International Business Machines Corp., the No. 1 computer maker, expects the global desktop-computer industry to have percentage sales growth in the mid-teens in coming years, an executive said. Companies will continue to depend on personal computers as ``the primary end-user device for information creation and manipulation,'' said Adalio Sanchez, general manager for manufacturing operations in IBM's PC group. He made no specific forecast for IBM unit sales. The industry prediction is roughly in line with nearer-term forecasts by market researchers for desktop and portable computers. It comes after reduced sales forecasts for the December quarter by several computer-related companies, including chipmaker Intel Corp. and software maker Microsoft Corp. ``Unit sales growth of the fixed, wired PCs will remain healthy -- growing in the mid-teens over the next several years,'' Sanchez said in a speech yesterday at a California semiconductor symposium. Shares of Armonk, New York-based IBM fell $1.56 to $92 in midafternoon trading. They're down 32 percent since touching a 12- month high of $134.94 on Sept. 1. Gartner Dataquest predicts PC unit sales growth this year at 16.1 percent, compared with 2000, and IDC has put 2001 growth at 16.6 percent. That is slower than the 18.8 percent rate IDC registered for 2000 and 23 percent for 1999. Wireless Access Sales of mobile PCs will probably grow ``in the mid-20 percent range, especially as higher-speed wireless technologies come on line,'' Sanchez said. The recent slowdown in PC sales growth has sparked debate in some quarters about the device's future. That prompted Microsoft Chief Financial Office John Connors to remark recently: ``The PC is far from dead.'' The PC will continue to add functions and become easier to use, ``with few compromises in performance,'' Sanchez predicted. It has already grown into a game device, spreadsheet calculator, graphics-design workstation, radio, TV and jukebox, he said. ``The versatile PC is and will remain the primary tool for knowledge creation, just as it remains the uncompromised Internet access device,'' he said. Personal-computer sales represent about 15 percent of IBM's revenue. It holds about 7.3 percent of the worldwide PC market, ranking fourth behind Compaq Computer Corp., Dell Computer Corp. and Hewlett-Packard Co., according to IDC.

To: Night Writer who wrote (88743)	1/10/2001 7:00:07 AM
From: hlpinout	Read Replies (1) \| Respond to of 97611

January 10, 2001 Who's News Deutsche Bank, Compaq, Intel Buy Stratus Technologies Stake By a WALL STREET JOURNAL Staff Reporter Investcorp's Stratus Technologies Inc., a Maynard, Mass., maker of high-availability computers, is expected to announce Wednesday that its owner has sold a minority stake for $115 million. The buyers are Deutsche Bank's DB Capital Partners unit, Compaq Computer Corp. and Intel Corp.'s Intel Capital investment unit. Investcorp, based in Bahrain, invests in U.S. and European companies and real estate. Stratus makes high-powered servers that guarantee 99.999% availability by using redundant hardware, including Intel microprocessors, and software. Analysts say high-availability computing is increasingly important for companies whose business depends on Internet sites that are always running and don't have to be shut down for weekly maintenance. People familiar with the situation said Investcorp had originally expected to bring Stratus public but dropped that plan last year as the initial public offering market dried up.