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

To: Little Joe who wrote (198)	5/10/2003 8:15:25 PM
From: RealMuLan	Respond to of 212

According to the Chinese gov. stats. 2000: PC sale: 6,700,000 2001: PC sale: 7,870,000 2002: PC sale: 11,740,000 The official goal is bet. 2002-2011, 90% of all Chinese k12 schools are connected to the Internet. So the potential for PC is there. As for income, there is a huge dif. among ind. province. Guangdong and Shanghai are the highest around $6,000 US (norminal). and I would say in cities, now most people can afford a computer, if not the ready-made, just buy parts and assemble one themselves. As for rural areas, I do not know. But I think they are catching up.

To: Little Joe who wrote (198)	5/21/2003 1:47:30 PM
From: RealMuLan	Read Replies (1) \| Respond to of 212

Analyst: SARS may lift China PC sales By John Lui Special to CNET News.com May 21, 2003, 9:51 AM PT The severe acute respiratory syndrome (SARS) outbreak in China has dealt a hard blow to PC shipments in the People's Republic, according to a market analysis firm. But in the months ahead, demand will go up, as SARS has made stuck-at-home users familiar with the online lifestyle and with using home offices, said Taiwan-based Market Intelligence Center (MIC). "SARS fears have reverberated through the Chinese PC market, altering demand, buying behavior and the competitive landscape," according to a statement from MIC. The pneumonialike disease has claimed over 280 lives in China, and over 5,000 have been diagnosed with the virus. Normally bustling electronics malls in Beijing were ghost towns in March and April, causing consumer desktop demand in these shopping areas to drop as much as 50 percent. Overall, sales of consumer desktop PCs in the Chinese capital fell between 75 and 85 percent. Corporate desktop PCs were not spared either: Sales slid 10 to 15 percent below forecasts in March and April, according to MIC. Looking ahead from May to September, consumer and corporate desktop PC demand is expected to shrink 30 percent and 5 percent respectively. There will be a "downward adjustment" of between 15 and 20 percent for desktop PC sales in the second and third quarters of 2003 for China, said MIC. Other points raised by the firm include: • The drop in sales will be felt more in the SARS-hit northern, southern and northwest provinces than in the eastern, central, southwestern and northeastern areas during the second quarter of 2003. • Vendors in large urban centers will feel the pain more than those in small and midsized cities. • SARS fears will increase the power of advertising and raise the importance of Internet and telephone sales. Therefore, the big national brands will benefit. In fact, demand for national brands has begun to recover this month. Unbranded, or 'white box,' makers will be hardest hit. • Demand from education and government sectors may be hurt by capital losses resulting from SARS, but a boost will come from post-exam summer sales, distance education and a growing number of home offices. CNETAsia's John Lui reported from Singapore. news.com.com