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To: Mary Cluney who wrote (51529)	3/29/1998 2:17:00 PM
From: Paul Engel	Respond to of 186894

Mary - Re: "Overlooked in all these reports is the lack of awareness that business purchases dwarf consumer purchases of PC's. " Good observation. My take is that retail store information is more or less readily available and analysts, quite limited in their "investigative" ability, focus on the easily available data. A good example is the recent report of AMD owning 40% or 60% of the "retail" market! At about 2,000,000 K6's per quarter, that computes to a retail market of only 4 or 6 million per quarter - neglecting the remaining 15 or 18 million "commercial" PC sales. Paul