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To: Gabriel008 who wrote (28512)1/26/1998 6:18:00 PM
From: jim kelley  Read Replies (2) | Respond to of 176387
 
Gabriel,

Can you think of anyway to resolve the discrepancies?
Looks like it is worth 4 or 5 cents a share.

Regards,

Jim kelley



To: Gabriel008 who wrote (28512)1/27/1998 12:05:00 AM
From: hpeace  Read Replies (1) | Respond to of 176387
 
want go away buy copying it into SI
Worldwide PC Market Posts Nearly 16 Percent Growth in 1997,
According to Dataquest
U.S. Market's Growth Outpaces Worldwide Growth Due to
Top-Tier Vendors

Hong Kong, January 26, 1998-Despite economic unrest in the Asia/Pacific region,
the worldwide personal computer market had another healthy year with 1997
shipments surpassing 82 million units, an increase of nearly 16 percent over 1996,
according to Dataquest, a market research unit of Gartner Group Inc. (NASDAQ:
GART). The PC industry continues to see the top-tier vendors grow at the expense of
the rest of the market. "Each quarter of 1997 witnessed the continuous consolidation
of market presence by an elite few PC manufacturers," said Bill Schaub, vice president
of Dataquest's Compupter Systems and Peripherals group. "During the course of 1997,
the top four manufacturers captured almost 70 percent of PC unit growth worldwide,
with Compaq seizing nearly 30 percent of that total expansion."

The worldwide PC market grew slightly below Dataquest's previous forecast for 17
percent growth. Dataquest analysts attribute this slightly slower growth to the
problems in the Asia/Pacific region. Despite the slowdown in Asia/Pacific, three of the
top PC vendors grew more than 40 percent in 1997 (see Table 1).

Table 1
Preliminary Worldwide PC Vendor Unit Shipment Estimates for 1997
(Thousands of Units)

1997 1997 Market 1996 1996 Market Growth
Company Shipments Share (%) Shipments Share (%) (%)
Compaq 10,159 12.4 7,132 10.1 42.4
IBM 7,244 8.8 6,108 8.6 18.6
Dell 4,591 5.6 2,828 4.0 62.3
Hewlett-Packard 4,470 5.4 2,867 4.0 55.9
Packard Bell-NEC 3,910 4.8 4,262 6.0 -8.3
Others 51,695 63.0 47,672 67.3 8.4
Total 82,070 100.0 70,870 100.0 15.8

Note: Packard Bell-NEC 1996 calculated as Packard Bell + NEC
(non-Japan) + ZDS.

Source: Dataquest (January 1998)

The battle for the U.S. PC market between Compaq and Dell did not let up in 1997.
These two vendors posted the strongest growth among the top vendors in the United
States with Compaq growing 54.4 percent, and Dell growing 66.9 percent, respectively
(see Table 2).

"1997's phenomenal growth by the 'elite few' can't be explained by simple 'direct
versus indirect' business model distinctions," said Scott Miller, senior industry analyst
for Dataquest's Computer Systems and Peripherals group. "Today's winners in the PC
industry are those manufacturers that execute flawlessly and capitalize on past brand
equity investments."

Table 2
Preliminary U.S. PC Vendor Unit Shipment Estimates for 1997 (Thousands of
Units)

1997 1997 Market 1996 1996 Market Growth
Company Shipments Share (%) Shipments Share (%) (%)
Compaq 5,140 16.6 3,404 13.3 51.0
Dell 2,952 9.5 1,767 6.9 67.1
Packard Bell-NEC 2,846 9.2 2,976 11.6 -4.4
IBM 2,747 8.9 2,223 8.7 23.6
Gateway 2000 2,174 7.0 1,608 6.3 35.2
Others 15,141 48.8 13,672 53.3 10.7
Total 31,000 100.0 25,650 100.0 20.9