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Technology Stocks : Compaq -- Ignore unavailable to you. Want to Upgrade?

To: John Koligman who wrote (21075)	3/9/1998 4:12:00 PM
From: Jim McMannis	Read Replies (1) \| Respond to of 97611

All, Check this out... Alternative Processors Propel January PC Sales By Roger C. Lanctot New York 2:30 p.m. EST Mon., March 9, 1998 PCs based on alternative processors are steadily pulling market share away from Intel chip-based systems, recent market research shows. According to audited retail sales data from Intelect ASW Marketing Services, PCs built with non-Intel microprocessors accounted for 36 percent of all desktop unit sales at retail in January. In first quarter 1997, Non-Intel-based PCs accounted for only 6 percent of retail desktop unit sales. Non-Intel-based PCs represented 60 percent of Compaq Computer retail systems and 71 percent of IBM retail systems sold in January. Overall, retail PC unit sales increased 30 percent and revenue was essentially unchanged in January, compared with January 1997, ASW reported. "Intel clones are taking away share in the retail desktop market," said Elissa Sandler, vice president at Intelect ASW. "The non-Intel products represent a major force at retail." ASW's findings corroborate reports from PC Data, Reston, Va., showing that PCs based on AMD's 233MHz K6 microprocessor are outselling systems based on Intel's Pentium II. PC Data also found that five of the top 10 PC SKUs in the retail channel were based on non-Intel platforms, including IBM's Aptiva E26, the third-best selling PC at retail with 6 percent of total retail PC unit sales. According to Intelect ASW, Compaq Computer was the best-selling brand in the combined retail and computer superstore markets, boosted by a 77 percent increase in unit sales compared with January 1997. Packard Bell NEC was second in combined retail-channel PC sales, despite a 19 percent decline in sales relative to the year-ago month. Hewlett-Packard saw its retail PC unit sales nearly triple, achieving a 182-percent increase to finish in third place. IBM was the fourth best-selling brand at retail with a 94-percent increase relative to January 1997. ------------------ Compaqs must be stuffed with Pentiums not K6s.... Intel is the drag? Jim