SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : COMS & the Ghost of USRX w/ other STUFF -- Ignore unavailable to you. Want to Upgrade?


To: Jeffery E. Forrest who wrote (8625)11/5/1997 2:45:00 PM
From: Scrapps  Respond to of 22053
 
Feel-good factor should boost Europe's PC sales
Reuters Story - November 05, 1997 09:07


By Neil Winton, Science and Technology Correspondent
CANNES, France, Nov 5 (Reuters) - Personal computer sales in
western Europe were better than expected in the third quarter
and the rest of the year looked good, according to a report from
Dataquest on Wednesday.
The report said PC sales should be boosted by the economic
pickup and a return of consumer confidence.
COMPAQ Computer Corp improved its position as market
leader, capturing 16 percent of the market, the report said.
Big winners in the quarter were Hewlett-Packard Co ,
Siemens AG's Siemens Nixdorf and Dell Computer Corp
. IBM (International Business Machines Corp) ,
although retaining second place, has the look of a loser,
according to Dataquest analyst Steve Brazier.
IBM's market share slipped to 8.4 percent in the third
quarter from 9.2 percent in the same period last year. IBM has
had problems in its consumer division which has been introducing
new models in its Aptiva range.
"IBM is unable to match the power of the industry. I'm
afraid IBM is not fast enough getting its products to market.
Its market share is in decline and it is beginning to lose
second place to Hewlett-Packard," Brazier said.
"The third quarter was better than expectations, with
economies across Europe seeming to pick up and consumer
confidence returning," said Brazier.
Brazier was answering questions after making a presentation
to U.S. high technology consultancy Gartner Group's Symposium
ITxpo97. Dataquest is a division of Gartner.
"We are optimistic for the fourth quarter and the Christmas
season," Brazier said.
According to Dataquest, sales in the third quarter rose 16.9
percent to 4.03 million personal computers, compared with the
same period last year. Sales had risen 16 percent in the second
quarter, compared with an average growth rate of about 10
percent in the previous few quarters.
Standout markets in the region were Norway, up 30 percent,
and Sweden, ahead by 32 percent.
Also notable during the period was the faltering of
so-called direct - mail order and telephone - sellers, other
than Dell.
"The direct channel is losing market share in Europe. Even
Compaq tried this and made a mistake. Dell is doing well, but
others (including Gateway 2000) are failing," Brazier said.
Brazier said the belief that growth was to be found in Asia
has been stymied by the recent stock market crashes.
"These problems will lead to a downturn of PC sales in Asia.
Europe is returning as the centre of the world economy and
Europe is where the growth will come from in 1998," Brazier
said.
-- Neil Winton 44 171 542 7975 neiljinks.demon.co.uk



To: Jeffery E. Forrest who wrote (8625)11/5/1997 3:03:00 PM
From: Scrapps  Read Replies (2) | Respond to of 22053
 
I see AT&T WorldNet is playing it smart and not using the ROK cheap chips, but instead is using LU's chips as one would expect.

BRIDGEWATER, N.J., Nov 5 (Reuters) - AT&T Corp's WorldNet
Internet service provider said Wednesday it has begun to use
56-kilobit-per-second, high-speed access technology in its network.
56k technology allows Internet users to access the World
Wide Web, electronic mail and other electronic information
quicker than the current 28.8k speed that is available to most consumers.
AT&T WorldNet Service said its subscribers in 11 cities can
reach local 56K access numbers, and it plans to equip 15 more
cities with the high-speed capability by the end of November.
By June of 1998, AT&T WorldNet plans to make the high-speed
access available to all its subscribers.
There is no additional charge for accessing AT&T WorldNet
Service using 56K technology.
Currently, AT&T WorldNet subscribers in the 11 cities can
use the 56k technology through modems made 3Com Corp .
Spokesman Mike Miller said it plans to make the service
accessible "in the near future" through modems made by Lucent
Technologies Inc -- the other maker, beside 3Com, of
modems that use 56k technology.

Additionally, AT&T WorldNet said an 888 number equipped
with WorldCom's 56k technology is available to subscribers nationwide.
It carries the same 10-cent-per-minute charge associated
with the nationwide 800-number for 28.8K access to AT&TWorldNet Service.


I like this <GGG> statement:

"the other maker, beside 3Com, of modems that use 56k technology.



To: Jeffery E. Forrest who wrote (8625)11/6/1997 8:54:00 AM
From: Greg Jung  Respond to of 22053
 
INsgy has a few things in addition to the Softwindoes. Thin X
and that sort of thing. Read the web site, etc. I'm not sure how it all fits in with msft/ctxs - I'm not in the stock but it is settling at an interesting price (2-3).
They had an ok (>0) earnings report popped the price to 3 now just below that.