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Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?

To: Fred Levine who wrote (44600)	3/27/2001 12:52:05 PM
From: michael97123	Read Replies (1) \| Respond to of 70976

Fred, I hear you! Dont quite believe yet. Amat has been stuck at 50-52 on the upside each time we get here. I am hoping to see one of those old amat type days---up 5 or 6 for confirmation or at least a close at the highs of the day. Mike

To: Fred Levine who wrote (44600)	3/27/2001 1:07:15 PM
From: Sam Citron	Read Replies (1) \| Respond to of 70976

It HAS broken out Sorry, Fred, but not until it breaks its Jan 30 high of 53 15/16. This is probably just another sucker rally. Sam

To: Fred Levine who wrote (44600)	3/27/2001 3:04:31 PM
From: Proud_Infidel	Respond to of 70976

China's PC market to grow 25-29% in 2001, says Intel subsidiary By Mark LaPedus Semiconductor Business News (03/27/01 09:07 a.m. PST) BEIJING -- While the PC business remains soft in the U.S., Europe, and other regions, China's personal computer market is holding steady and expected to grow 25-to-29% in 2001, according to the president of Intel Corp.'s subsidiary in China. China's PC market is projected to grow from about 6-to-7 million units in 2000 to between 9-to-10 million systems in 2001, said Tan Wee Theng, president of Intel China Ltd. in Beijing. "We have not seen a significant slowdown [in the PC market in China]," said Tan in an interview with SBN at the company's headquarters. "The consumption rate is still healthy. We have not reached a point of saturation," Tan added. In fact, the PC market in China could exceed the company's forecast of 9-to-10 million. "Some believe it will be in this ball park," he said. "Some believe we will ship more." A strong market for personal computers in China could help PC makers offset slower growth in the U.S., which is expected to suffer from an economic slowdown and market saturation. This week, Dataquest Inc. estimated that 2001 PC unit shipments would grow at only 10.7% to 144.5 million systems in 2001 compared to 130.5 million in 2000 (see March 26 story). China is quickly maturing as a PC market. In the past, China was the dumping ground for lagging-edge computers, but now the country is becoming a consumer of new systems technology, according to suppliers. A home computer user base is also emerging. "China has the largest mix of high-end [microprocessors] in Asia," Tan said. The PC supplier landscape has also changed. Up until the mid-90s, China's PC market was dominated by the multinationals, such as AST, Compaq, Hewlett-Packard, and IBM. Locally-based system manufacturers jumped into the business aiming to take market share from the larger, multinational companies. In the late 1990s, local PC companies began to play a major role in the market. Most notably, the Legend Group of Beijing surpassed foreign suppliers as largest PC vendor in China. Today, Legend has 30% of the PC market in China, according to Tan. Other major local brands include Founder, Great Wall, Haier, Hi-Sense, and TCL. "If you look at the top five PC makers in China, three are local," Tan noted. "If you look at the top 10, six or seven are local," he added.