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Technology Stocks : Disk Drive Sector Discussion Forum -- Ignore unavailable to you. Want to Upgrade?

To: LK2 who wrote (9000)	1/19/2001 7:00:34 AM
From: Sarmad Y. Hermiz	Respond to of 9256

>> The recent drumbeat on Wall Street of a slowdown in the personal computer market was not an illusion, Thanks for posting the article. I guess that if the DD makers managed their way through this down turn and emerge stronger, then good times are ahead. But I am an unreformed optimist when it comes to DD industry. Mainly due to the growth of Asia demand. Worldwide PC sales, helped by strong demand in Asia and Latin America, grew by 14.5 percent to 134.8 million units in the year 2000. Sarmad

To: LK2 who wrote (9000)	1/19/2001 10:39:13 AM
From: Robert Douglas	Read Replies (2) \| Respond to of 9256

The U.S. is becoming less important in the worldwide PC market, and this will be good news going forward. According to the numbers in the article, the United State's PC share is down to 37% last year. As a reference, the total share of world output by the U.S. is now down to 22%. The European Union is closing fast and is now 20.3% of world output. Japan is 7.6% and developing Asia is 21.2% with 15.8% of that coming from China and India. It's not my intention to bore you all with statistics, but only to point out that the growth in demand going forward, will not rest solely with the United States. Since the level of PC penetration is low in these other areas compared to the U.S., it is good news that they are becoming a larger share of world output. I personally am not nearly as worried about the world economy slowing as are some. The demand engine in the U.S. is certainly slowing but the hot U.S. economy has been holding back overseas demand because it has resulted in higher interest rates around the world. As central banks ease around the world this year, it will stimulate economies throughout the world and help replace the lost U.S. demand.