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Strategies & Market Trends : 02 tax loss season;Mother of all buying opportunites? -- Ignore unavailable to you. Want to Upgrade?

To: ild who wrote (195)	5/10/2003 12:37:30 PM
From: RealMuLan	Read Replies (1) \| Respond to of 212

ild, this is from 4/29/03. So do not reflect much SARS impact yet. ----------------- PCs sell well, impacts of SARS loom Author: (ZI MU) PC shipments in the Asia-Pacific region, excluding Japan, increased 9.5 per cent, year-on-year, in the year's first quarter, despite the weak global economy and the just-ended war in Iraq. However, the continuing spread of SARS (severe acute respiratory syndrome) might dampen growth prospects this quarter, warns global market researcher IDC. PC shipments in the first quarter totalled 6.3 million units, a 9-per-cent decrease from the previous quarter, indicate preliminary results released last week by IDC. PC sales in the region generally peak in the fourth quarter, due to holidays such as lunar new year. The gains were the result of growth in the Chinese mainland, India and Australia, which posted double-digit yearly growth. The gains were helped by huge purchase orders from the nations' governments and education sectors. "Asia-Pacific continued to steam ahead despite lingering uncertainties surrounding the global economy and the war in Iraq," said Bryan Ma, personal systems senior research manager for IDC Asia-Pacific. "But the recent SARS scare must be watched closely, as it has already started to impact consumer buying in Hong Kong and Singapore." SARS has affected retail sales in Hong Kong and Singapore, as consumers have chosen to stay home rather than risk exposure to the deadly disease in crowded shopping malls. The virus has not affected the entire Asia-Pacific region, but it must be watched closely as it could affect business throughout the region, IDC said. IDC does not expect a major disruption in the world's IT supply chain, but the situation could change if SARS is not soon brought under control. Legend, China's top computer manufacturer, remained the region's top seller, with a 10.9-per-cent share. The company sold 683,200 units during the first quarter, up 11.3 per cent year-on-year. Hewlett-Packard held the No 2 spot. Its share was down to 9.3 per cent from 9.8 per cent in the same period last year. Its shipments grew 3.4 per cent. The third- and fourth-largest sellers, IBM and Dell, posted 26.9-per-cent and 35.6-per-cent growth, respectively, year-on-year. Samsung was the biggest loser. It posted a 29.3-per-cent, year-on-year, decrease in the quarter, as the South Korean market suffered from lower commercial spending, IDC said. www1.chinadaily.com.cn ========================================== And my guess now the new computer market in China mostly concentrated on individuals. Companies usually upgrade fast, much faster than in the US, but their market is limited. With the rapid broadband growth in China, computer sale will grow rapidly for many years to come, simple because the large pop. base, and most of people would like to surf the Internet. And a lot of Chinese assembly their own computers. My brother, who did not know too much about computer before, could even assembly one a couple of years ago, using AMD chip, because Intel chip is still relatively more expensive.