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

To: RealMuLan who wrote (205)	5/21/2003 1:48:46 PM
From: RealMuLan	Respond to of 212

SARS in China likely to hit AMD, Intel figures Sales of all Chinese PC types plummet By Mike Magee: Tuesday 20 May 2003, 09:16 FIGURES FOR SALES of all categories of PCs to mainland China will have to be sharply revised downwards according to a Taiwan government sponsored market intelligence report. That is bound to have an effect on chip giant Intel and chip firm AMD. Both firms have pointed to the Chinese market as their salvation and hope in the future. According to the Market Intelligence Center, based in Taipei, sales of desktop consumer PCs dropped by as much as 50% in March and April compared to the original forecast. But the figure was worse in the Chinese capital, Beijing, where sales of desktop PCs may have fallen by as much as 85%. SARS has also had a bad effect on the sales of corporate PCs too in these months, MIC said, with sales dropping by 15% or so. And between May and September this year, the forecast is for desktop PC demand to fall by as much as 30%. The one hope MIC holds out is that ultimately sales of PCs for the home will benefit because people will stay at home because of SARS. But that presumes a level of Internet penetration in the Chinese markets which simply does not exist as yet. Naturally, SARS will also have an impact on other consumer electronic sales, and on the production of parts for export, although so far no figures have been released on the possible impact on production. µ theinquirer.net