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To: Paul Engel who wrote (46336)1/24/1998 4:41:00 PM
From: Barry Grossman  Read Replies (1) | Respond to of 186894
 
wired.com

Europe picks up on PCs: Sales of personal computers in
Western Europe rose by 14.5 percent to 19.4 million
machines sold in 1997, according to a report released Friday
by the Context market research firm. In 1996, sales had risen
11.5 percent.

Compaq improved its position as market leader with 15.1
percent, up from 12.4 percent in 1996. IBM was second
with 9.5 percent and Hewlett-Packard third with 6.7
percent. Direct seller Dell also had a strong year, jumping
from seventh to fourth place with a market share of 5.8
percent. The first non-US competitor was Siemens AG of
Germany in fifth place with 5.5 percent.



To: Paul Engel who wrote (46336)1/24/1998 7:58:00 PM
From: Pigboy  Read Replies (1) | Respond to of 186894
 
Paul,

It appears the i740 is going out from .35 at first. What quarter do you see them able to go to .25?

<< ''We don't believe the advantage is with (manufacturing) size and scale,'' said Ron Yara, S3's senior vice president of strategic marketing. ''Not in this market, where product life cycles are nine months.'' >>

Is Ron smoking something? Aside from quality, I would assume size, volume (p r ice) matters just a little bit. Isn't AMD realizing that now? :-)

Incidentally, thanks very much for the confidence in awhile back about the CHPS deal going through. I kept the shares and was happy I didn't panic.

Cheers
pigboy