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

To: Proud_Infidel who wrote (50480)	8/13/2001 6:19:34 PM
From: Proud_Infidel	Respond to of 70976

Hot Summer Cools Down PC Sales August 13, 2001 (TOKYO) -- Japan's PC sales in the fourth week of July were expected to improve, spurred by new models from NEC Corp. The new models were introduced in line with the period of three straight holidays of that week (July 20-22). However, even with those encouraging factors, PC sales were still slow. These findings are from a survey conducted by GfK Marketing Services Japan Ltd., an information service company that collects POS data from 3,400 large-volume home appliance stores. The PC sales in the fourth week of July (July 16-22, 2001) showed a 4.2-percent decrease in units and a 3.9-percent decrease in value from the previous week. Compared to the fourth week of July 2000 (July 17-23, 2000), sales decreased 9.1 percent in units and 13.3 percent in value. The average unit sales price for the fourth week was 182,819 yen, up by 652 yen from the previous week's 182,167 yen. According to retailers' analysis, stagnant PC sales were partly due to the spell of very hot weather, which means consumers purchased air conditioners rather than a PC. A household expenses survey conducted by the Ministry of Public Management, Home Affairs, Posts and Telecommunications showed a three-month consecutive decline in consumption expenditures compared with the same period a year earlier. In such a tight householders' consumption mood, hot weather spurred the downward trend of PC sales. According to GfK Japan, air conditioner sales were brisk in the period between the first week and the third week of July, when most companies supplied summer bonuses to their employees. Sales increased by over 40 percent from a year earlier. Meanwhile, despite the nationwide hot weather, air conditioner sales for the fourth week were down 15 percent in units from a year earlier. Table: PC Sales in the Foruth Week of July 2001 (GfK Japan survey) Comparison with the same week a year ago (July 17-23, 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 -4.2% -9.1% -4.1% -22.7% -4.3% +5.0% Value -3.9% -13.3% -3.9% -18.6% -3.9% -9.1% Previous report: Desktop PC Sales Decline for Second Straight Week (Shinya Sakaki, Nikkei Market Access)

To: Proud_Infidel who wrote (50480)	8/13/2001 10:40:49 PM
From: robert b furman	Read Replies (2) \| Respond to of 70976

Hi Brian, As technology buys suddenly become viewed as efficiency expansions - the words of Morgan will ring very prophetic:"If you want to play - you've got to pay". First the payers show,then the wannabe players pay and in between mergers and acquisition eliminate the weaker entries. Then the consumption curve catches up and the winners prosper. The MOMO short term players never quite understand that cheap prices are one of the greatest assurances of the continuous growth within this industry - instead they preach doom and fear. As the weak producers fall to the side, the efficiency of the strong, assure the growth of the industry that perpetuates the greatest wealth driver on the globe - albeit with cycles that if anticipated and persistently endured result in great wealth. See how easy it is.ggg Bob The bottom may well be best defined by mergers acquisitions and bankruptcies(including currency devaluations if the country is dumb enough to fight deficits with fiat currency). JMHO ie. Asian contagion in 98