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Technology Stocks : Compaq -- Ignore unavailable to you. Want to Upgrade?

To: Ian Davidson who wrote (7887)	10/28/1997 1:44:00 AM
From: Kai-Uwe	Read Replies (2) \| Respond to of 97611

Ian/thread: I know this comes at the wrong time, but I still think that it's good news worth sharing... Note especially the last point! MICROCOMPUTERS: Q3 MARKET SHARE TRENDS 07:23am EST 27-Oct-97 PaineWebber (Walter Winnitzki) PC market share data from the major independent market research firms will be released to the press shortly. Reading through the preliminary data, we offer the following points. KEY POINTS 1. Data shows that worldwide PC unit growth accelerated modestly in Q3. According to one report, PC unit shipments in Q3 rose 16% while growth in the U.S. rose 20%; representing a modest acceleration from the 15% and 19% comparable figures in Q2. 2. The clear winners relative to market share gains were Hewlett- Packard (HWP $65 1/16), Compaq (CPQ $71 11/16) and Dell (DELL $95 13/16), all of which grew their units at or above a rate triple the overall market. According to one study, the worldwide and U.S. growth rates respectively were 70% and 62% for HP, 52% and 67% for Compaq and 53% and 64% for Dell. Conversely, privately held Packard Bell saw its units decline 2% and 6% respectively. This highlights the wide disparities we are seeing between the winners and losers. 3. Relative to market share leaders, Compaq has strengthened its leadership position with worldwide/US market of 14.2%/18.8% according to one study. This is a significant increase on both a year over year basis as well as sequentially from Q3. Moreover, Compaq widened its lead over the number two vendor in each catagory due to market share declines by IBM (IBM $100 3/8) and Packard-Bell. Also, noteworthy is the fact that Dell has surpassed Packard-Bell as the number two vendor in the U.S. 4. Illustrating the major consolidation in PC industry was the notably slower growth and drop in market share of the other category (everyone by the leading vendors). Clearly showing that the strong are getting stronger and that scale of size is increasingly important.