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To: greenspirit who wrote (43469)	12/31/1997 12:50:00 PM
From: Paul Engel	Read Replies (2) \| Respond to of 186894

Michael - Re: "I wonder if notebooks are are making up a larger percentage of computer sales. My gut tells me they are, but I haven't read any statistics on it. Have you?" Here is one Datapoint - courtesy of Hambrecht and Quist (August, 1997): {====================================} Significantly Ahead of Expectations CDW Computers reported strong June quarter results which significantly exceeded Street expectations. Revenues increased 39% to $305 million while EPS grew 51% to $0.59, well above the $0.50 Street consensus. Desktop and notebook unit volumes increased 66% and 82%, respectively, with notebook sales accounting for 27% of the total. {=============================} I think the 27% number for the notebook market is fairly accurate. And you-know-who has 99.5% of that market - CPU wise! (Psst - don't tell any analysts 'cause these cost more than $1000). Paul