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To: Mohan Marette who wrote (41035)	11/25/1997 2:33:00 PM
From: RealMuLan	Respond to of 186894

Some minor correction about your message: 18% PC growth rate is in Asia/Pacific market, not SE Asia market (see the news below). ---------------------------------- Dataquest Says Asia/Pacific PC Market Grew 18 Percent in the Third Quarter, Despite Asian Currency Crisis ...Dataquest analysts attribute the region's strong growth to China, which led all countries with shipments surpassing 608,000 units, a 60 percent increase over third-quarter results in 1996.... Table 1 Asia/Pacific PC Vendor Unit Shipment Estimates for Third Quarter 1997 (Actual Units) Q3/96 Q3/96 Market Q3/97 Q3/97 Market Q3/96-Q3/97 Company Shipments Share (%) Shipments Share (%) Growth (%) ------- --------- ------------ --------- ------------ ----------- Samsung 148,523 7.9 158,020 7.1 6.4 Compaq 151,738 8.0 149,690 6.7 -1.3 Acer 111,714 5.9 147,842 6.7 32.3 Others 1,473,822 78.2 1,764,334 79.5 19.7 Total 1,885,797 100.0 2,219,886 100.0 17.7 Source: Dataquest (November 1997) biz.yahoo.com Note: Samsung also owns AST, which though bleeding market share badly, should still ship 1.5-2.0 million units this year.