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To: bob jaremsek who wrote (27459)1/3/1998 10:01:00 AM
From: J Fieb  Read Replies (2) | Respond to of 50808
 
Bob, Did they change anything for '98 yet? DataQ, has a lot of new reports out for people with a lot of money to buy. Here are some titles.......FreDE, you had access to these in the past, can you do it again?

gartner3.gartnerweb.com

Desktop Configuration Forecast--Q4/97
[December 22, 1997  Dataquest  score: 1.00  pcddwwmt9702  Reynolds,
Martin]
The year 1997 sees the beginning of the transition of market growth to
the Far East, as the developed economies settle into a pattern of
replacement buying. Both business and consumer markets in the United
States and Europe are slowing down as the majority of PC seats are
filled. The desktop PC configuration forecast provides an overview of
the major subsystem trends shaping the future of the PC and presents
quarterly configuration and cost estimates across five market price
points for the next five years... 1.00 DVD-ROM: Business User
Implications
[December 17, 1997  Gartner Analytics
K.]
DVD-ROM drives have finally begun to appear after lots of hype and
promises from the vendors. We look at this technology and the impact it
will have on the business user. 1.00 Video, Interactive, and Personal
Electronics Semiconductor Market Trends
[December 15, 1997 ,
Dale;Cassell, Jonathan]
This document examines market trends in consumer electronics video
equipment, interactive products, and personal electronics. Video
equipment is the largest segment of the consumer electronics market and
is a major driver of semiconductor volume and technology. DVD video
players will be the fastest-growing product in the video equipment area
over the next five years. The Asia/Pacific has emerged as the largest
region for video equipment production and will remain so through the
year 2001... 1.00 Video, Interactive, and Personal Electronics
Semiconductor Market Trends
[December 15, 1997  Dataquest
Dale;Cassell, Jonathan]
This document examines market trends in consumer electronics video
equipment, interactive products, and personal electronics. Video
equipment is the largest segment of the consumer electronics market and
is a major driver of semiconductor volume and technology. DVD video
players will be the fastest-growing product in the video equipment area
over the next five years. The Asia/Pacific has emerged as the largest
region for video equipment production and will remain so through the
year 2001...



To: bob jaremsek who wrote (27459)1/3/1998 11:19:00 AM
From: John Rieman  Respond to of 50808
 
So Olde is looking for $.31 in Q4. That takes more than $87M in revenue, probably over $90M. Why is Olde so positive?



To: bob jaremsek who wrote (27459)1/3/1998 1:49:00 PM
From: jerryrom  Respond to of 50808