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To: maui_dude who wrote (137894)	6/21/2001 2:01:07 PM
From: Paul Engel	Read Replies (1) \| Respond to of 186894

Taiwan Pentium 4 PC market opening up digitimes.com IR=N&ClassID=200&datePublish=2001/06/18&pages=02&seq=2 Taiwan Pentium 4 PC market opening up Walson Hu, Taipei; Liu Yi-fang, DigiTimes.com [Tuesday 19 June 2001] Following Intel distributors Genuine and Synnex launching their own-brand Pentium 4 desktops and Intel’s own intense marketing promotion, Taiwan’s Pentium 4 market is gradually opening up. Taiwanese branded system vendors, who were once hesitant about rolling out Pentium 4-based products, are increasingly interested in the Pentium 4. In light of the economic downturn, for a high-price item such as a PC, pricing most strongly influences consumers’ willingness to buy. When the Pentium 4 was first unveiled earlier this year, given the high unit price, RDRAM memory requirement, low availability of components like motherboards and power supplies and high Pentium III inventories, very few vendors were willing to unveil Pentium 4-based PCs. Despite local branded system manufacturers’ lukewarm attitudes, in addition to launching a series of marketing and promotion campaigns, Intel strived to seek cooperation with branded channels. Intel distributors Genuine and Synnex, boasting the advantage of owning their own-brand desktops, have unveiled Pentium 4 PCs. After half a year’s negotiation, Intel has finally obtained Acer’s support to roll out Pentium 4 PCs. Moreover, Tiny of the UK and branded channel Tomorrow World have also joined the ranks. More and more clone PCs in the retail market are now adopting the Pentium 4, with 1.3 and 1.4GHz models being the most popular. Motherboard prices which have plunged to less than NT$6,000 from an initial NT$10,000 are contributing to continuously plummeting Pentium 4 PC prices. Declining Pentium 4 chip prices are another factor. A 1.3GHz Pentium 4 chip and 128MB of RDRAM together cost less than NT$9,000 in the retail market. So far, Pentium 4 PC prices have fallen from about NT$70,000 to NT$35,000, though exact prices depend on brands and peripheral specifications.

To: maui_dude who wrote (137894)	6/21/2001 5:15:38 PM
From: Mary Cluney	Read Replies (1) \| Respond to of 186894

Maui, <<<: Dell CEO would like 40 pct PC mkt share>>> As soon as he understands how to use a computer and what computers can do, he should easily gain a 40% global market share. I have been buying Dell computers now for more than ten years. At first I gave him the benefit of the doubt. He is young and he will eventually get it, but now I am not so sure. For instance, you can configure and order a Dell computer online, but when you call a sales rep about your order, he doesn't know anythiong about the computer that you have ordered online. After telling him about the order, he puts all the information into the computer for future reference and will get back to you as soon as he gets the story straight. But when you call the next time and get someone else, you have to go over the whole story all over again. What does this tell me? This tells me that although Michael Dell does a heck of a job selling a lot of computers, he and his company, to this day, do not have a clue as to what computers should be doing. Michael Dell does not have a computer system of his own that works. Imagine what Dell Computers will be doing once they figure out what they can use computers for and how they can improve their business by implementing computer systems that make sense. No wonder they have no visbility to sales in the next quarter. They have no visibility into their own business. Mary