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To: John Rieman who wrote (26243)12/6/1997 10:47:00 AM
From: J Fieb  Respond to of 50808
 
CES should be exciting this year with lots of new entrants into the market. Here is some Laptop data:(US only

Also if anyone has access to the fee based portion of Computer Int. we could really use the Dec 23, data. Can someone help here?

compint.com

CI FINDS COMPAQ NO. 1 IN SEPTEMBER U.S. NOTEBOOK SALES

Compaq Surpassed Toshiba in Notebook Sales

In Combined Retail and Dealer Channel in September

ÿLA JOLLA, Calif., Nov. 3, 1997 -- With a strong showing in U.S. retail
channels, Compaq has managed to grab the top spot in U.S. notebook sales
in the retail and dealer channels in September, according to new
research from Computer Intelligence (CI), the leading source of
fact-based information for the computer and communications industries.
These results are noteworthy because Toshiba has been the longtime
leader in notebook sales in U.S. retail channels, leveraging their
strength in retail channels (PC Superstores, Consumer Electronics Stores
and Office Products Superstores) to be the largest notebook brand in the
United States.

"Our StoreBoard data showed Compaq's rise in retail notebook sales
starting in late 1996," said CI Senior Industry Analyst Dave Tremblay.
"Compaq's success got the company to within about 10 points of Toshiba's
share of retail notebooks in January 1997. However, as the year wore on,
Toshiba managed to recapture share, and had reopened a 30-point lead
over Compaq as recently as July. But with very strong sales of three new
Presario notebook models in August and September, Compaq has managed to
reverse the field, and now owns the No. 1 position in retail notebooks.
This is clearly a battle of the heavyweights."

ÿ

Selected Notebook Market Shares

In the U.S. Retail Channel

Vendor Sep-96 Jul-97 Aug-97 Sep-97
Compaq 5.4% 14.0% 30.4% 42.4%
Toshiba 57.9% 45.1% 35.5% 24.3%
All Others 36.8% 40.9% 34.1% 33.3%

Source: Computer Intelligence, 1997

ÿ

CI's StoreBoard data showed that Compaq was the No. 1 brand of notebook
in September in the combined retail and dealer channels tracked by
Computer Intelligence, as detailed in the following table.
Traditionally, dealer channel volumes are much greater than retail
volumes, so the leader among dealers tends to lead the whole market.
However, CI's research reveals that September was different, with dealer
units slowing dramatically and retail channel sales rising to nearly
equal the dealer channel's volume.

"Compaq's surge in retail was in the right channel at the right time,"
Tremblay said.

ÿ

Selected Notebook Market Shares

In the Combined U.S. Dealer and Retail Channel

Vendor Sep-96 Dec-96 Jul-97 Aug-97 Sep-97
Compaq 17.3% 23.9% 20.8% 22.1% 28.8%
Toshiba 41.5% 35.5% 34.4% 31.8% 25.3%
IBM 19.8% 20.9% 22.4% 14.1% 18.2%
All Others 21.4% 19.6% 22.3% 32.0% 27.7%

Source: Computer Intelligence, 1997

ÿ

"If Compaq wants to maintain this top position, it must strengthen its
situation with the dealer channel,"Shipping ZiVA might help them too, CUBE are you working on them? said Matt Sargent, Industry Analyst
at Computer Intelligence. "The retail channel was able to propel Compaq
to notebook market-share leadership in September, but we expect the
dealer channel to come back as the dominant supplier of notebooks in the
fourth quarter. Compaq's current No. 3 position in the dealer channel
could prevent the company holding onto the No. 1 position overall."

Computer Intelligence, a division of Ziff-Davis Inc., is the leading
source of fact-based information for the computer and communications
industries. CI's extensive research capabilities provide a wide variety
of products and services that help computer and communications companies
sell and market more effectively. All of the company's products and
services are based on proprietary information databases built and
maintained by CI specialists.

Headquartered in La Jolla, Computer Intelligence has U.S. offices in
Cambridge, Mass., Farmington and Norwalk, Conn.; Sunnyvale, Calif.; and
Dallas, Texas. CI's European headquarters are in Paris, with sales
offices in the United Kingdom, Germany and Spain, and sales agents in
Belgium and Switzerland. Samples of CI's extensive market data and
research results, timely commentary from industry authorities and
previews of upcoming technology events are available on the company's
World Wide Web site, ci.zd.com.

Ziff-Davis, a Softbank company, is the leading provider of content about
the Internet and computing. The quality and quantity of this content
attract the largest and most powerful audience of early adopters and
opinion leaders in both the business and consumer markets. Ziff-Davis
enables advertisers to reach this audience effectively and efficiently
through an integrated system of media.

###

ÿ