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To: Gottfried who wrote (130771)	3/24/2001 6:18:17 AM
From: Amy J	Read Replies (1) \| Respond to of 186894

Hi Gottfried and Thread, RE: "We have a huge backlog, and customers are pushing us for earlier delivery." I find this hard to believe..". Sounds like notebooks are strong and/or US firms are moving the remainder 35% to Taiwan, in their efforts to cut costs in the face of decreasing profits (which wouldn't necessarily imply strong WW demand): From your Forbes article, "Last year, Compaq, Dell and IBM all outsourced at least 65% of their notebook needs to Taiwan." RE: "Craig Barrett, president of Intel, has observed the progression. "Taiwan made its mark in low-cost manufacturing," he recalls. "Now it's moving up to design and creation of products" I wonder how IP is protected? Just curious. Taiwan must have an excellent reputation relative to the one that Jozef alluded to with respect to Japan in the 70's, 80's. Regards, Amy J

To: Gottfried who wrote (130771)	3/24/2001 10:46:42 AM
From: Proud_Infidel	Read Replies (1) \| Respond to of 186894

G, I have seen several articles which show that notebook demand is still holding strong. His comments regarding backlog echo what I have heard from other firms in Taiwan which produce notebooks. I could not find the original article I remember, but this shows the relative strength of the notebook segment vs the desktop: PC Sales in Fourth Week of February Fall Below Year-Ago Level in Volume, Value URL : nikkeibp.asiabiztech.com -------------------------------------------------------------------------------- March 19, 2001 (TOKYO) -- Japan's PC sales in volume and value during the fourth week of February decreased again to less than the level recorded in the same week of 2000. According to a survey by GfK Japan Ltd., an information service dealing with POS data collected from 3,200 volume retailers of household electric appliances, PC sales in the fourth week of February (Feb. 19-25, 2001) decreased by 5.9 percent in volume and 5.0 percent in values over the previous week. In comparison with the same week last year (Feb. 21-27, 2000), PC sales decreased by 9.6 percent in volume and decreased by 14.3 percent in value. The average retail price rose from the previous week's 190,142 yen to 191,932 yen (121.88 yen = US$1). Notebook PC sales in volume rose by a scant 2.4 percent, while desktop PC sales decreased by 20.7 percent, showing a notable difference from that of the previous year. Following the over-the-counter appearance of new models in rapid succession, the average retail price rose to a higher level after quite some time, resulting in 173,899 yen for desktops, which is the next highest price ever recorded since the price was at the highest 174,637 yen in the fourth week of November 1999. The notebook PC price rose to 207,180 yen, which is also a second highest next to 212,383 yen in the first week of September 2000. B>Table: PC Sales in the Fhird Week of Feb. 2001 (GfK Japan survey) Comparison with the same week a year ago (Feb. 21-27, 2000) Total Desktop PC Notebook PC Week-on-week comparison Year-before weekly comparison Week-on-week comparison Year-before weekly comparison Week-on-week comparison Year-before weekly comparison Volume -5.9% -9.6% -4.9% -20.7% -6.7% +2.4% Value -5.0% -14.3% -3.8% -19.0% -5.8% -10.7% Previous report: PC Sales in Japan Rise Y-O-Y on Holiday Shopping (Nikkei Market Access)