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To: Buckwheat who wrote (3701)	1/12/1998 11:03:00 PM
From: Paul Engel	Read Replies (1) \| Respond to of 6843

Buckwheat - Re :"is this 3m inventory mobile computer cpus? " This number came in a report from Ashok Kumar of SouthCoast/Lowenstein. He claimed that half were notebook chips - no details on packaging, voltage etc. He also claimed that Japanese customers canceled orders which was the cause of the inventory "problem". Yet today, the large Japanese notebook vendors - NEC and Toshiba - were on center stage announcing their new 266 MHz Pentium MMX notebooks today: infoworld.com Re: "How big was the mobile computer market last year?" IDC has estimated the notebook market to be about 27% of the overall PC market - particularly strong in the commercial/business segment. If so, that would account for about 21,600,000 Intel CPUs in 1997 (27% of 80,000,000). Paul