Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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 : Dell Technologies Inc. -- Ignore unavailable to you. Want to Upgrade?

To: John Koligman who wrote (24131)	12/3/1997 9:43:00 PM
From: Boplicity	Read Replies (1) \| Respond to of 176388

Meat John, More on what you are talking about. news.com same old spin. Greg

To: John Koligman who wrote (24131)	12/3/1997 9:58:00 PM
From: Meathead	Respond to of 176388

Are you referring to IDC's report CPQ's Q3 results? That's the Oct 16th issue. I can't post it (I wish I could) so it takes a little effort to rewrite salient points in mostly my words. I'll read over the Compaq report in more detail and see if there is anything interesting. I don't scrutinize Compaq as closely as Dell so it may be more difficult to find points of interest that Compaq threaders don't already know. MEATHEAD

To: John Koligman who wrote (24131)	12/3/1997 11:57:00 PM
From: hpeace	Read Replies (1) \| Respond to of 176388

john, this was free on the idc site Strong Personal Computer Market Growth in Q3, Despite Japanese Decline The personal computer market exhibited stellar growth in the third quarter of 1997. Unit shipments worldwide rose 16 percent over the year-earlier quarter, and six percent over the second quarter 1997. The U.S. market continued to surge ahead with substantial growth of 20 percent over second quarter 1996 and 15 percent over last quarter. The strength of the U.S. and other regions offset a decline in Japanese market shipments. "New low price points and technologies drove consumer demand, while business investment propelled the commercial market," said Kevin Hause, senior analyst in IDC's Personal Systems research program. "As PC vendors improve price/ performance through refinements to their business models and cost structure, we believe demand is rising." Compaq's top market share grew to 14 percent as the company's worldwide unit shipments swelled 52 percent over the year ago period. Hewlett-Packard continued its impressing growth, increasing worldwide unit shipments by 62 percent. For the third consecutive quarter Dell posted growth in excess of 50 percent, while IBM's growth slowed to 10 percent but still maintained its number two standing in the market. Market Highlights Demand in the U.S. market, which sustained 20 percent growth for the third straight quarter, was driven by a number of factors. IDC believes the key catalyst for growth was the healthy economy. Consumer confidence is near record levels and businesses are flourishing, stimulating technology investment from both segments. As these conditions persist, and price/ performance levels continue to improve, all the elements are in place for a strong fourth quarter. For the first time in a year and a half the Japanese market actually shrank, posting negative 12 percent growth for the third quarter. "Continued economic uncertainty, high price points, and NEC Japan's transition to a new platform depressed the Japanese market," said John Brown, senior analyst with IDC's Worldwide Quarterly PC Market Tracker Program. "Although the third quarter was disappointing, we expect the market to rebound in the fourth quarter." Other regions displayed mixed results, relative to the worldwide average. The Asia/ Pacific region turned in 20 percent growth, while Western Europe posted better-than-expected growth of 14 percent, driven by strong demand in the business and consumer markets of France and Italy. Third Quarter Vendor Review Compaq experienced a bang-up quarter, as commercial accounts responded well to the company's move toward a more aggressive price position. The company also found success in retail -- with both its sub-$1,000 systems and its higher performance models. Compaq's portable offerings also contributed to the growth, and the company fared well in Europe, further boosting worldwide sales. Growth enabled the company to widen its lead considerably, both in the U.S. and worldwide. IBM held onto the number two spot worldwide, as commercial desktops, portables, and servers did well. However, the company's consumer business put a real drag on growth, as the Aptiva line was caught without a product in one of the fastest growing segments (low-cost), and was over-priced in the rest of the market. Dell continued its string of impressive growth quarters, propelling the company into the number two position in the U.S. and establishing itself as the number three vendor worldwide. Commercial desktops and servers are fueling the growth, while new initiatives like workstations ramp up. As the company makes further strides in the consumer segment and introduces new products in the portable arena, Dell is positioned to continue its fast growth. HP was another big winner during the quarter, growing worldwide unit shipments in excess of 60 percent and U.S. shipments by 70 percent. The company found growth in both the commercial and consumer segments, as the Pavilion line of retail systems retained the popularity it found in the spring. Packard Bell NEC was relatively flat worldwide, as the company transitions into its new commercial distribution model. The company is focusing on profitability within its consumer segment, eschewing growth in favor of margins. This strategy may exclude Packard Bell NEC from the high-growth sub-$1,000 segment during the critical fourth quarter. Table 1 Top 5 Vendors, US PC Shipments, Third Quarter 1997 (Preliminary) (Thousands of Units) TABLE IS AT THE BOTTOM OF THIS idc.com Shipments are branded shipments and exclude OEM sales for all vendors Data for all vendors are reported for calendar periods