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

To: Linda Kaplan who wrote (12235)	4/27/1998 1:37:00 PM
From: Dan Fleuris	Read Replies (2) \| Respond to of 213177

Below I've excerpted some materials from the WSJ today. I presume these numbers talk about growth compared to 1'st quarter one year ago. The numbers in your post I believe were talking about growth from last quarter to this quarter. I hope a TA will put them in perspective for all of us. I guess the real question is whether Apple is recovering unit sales with respect to competitors, or just with respect to its own previous performance, both being of interest. Excerpts from the Wall Street Journal, 4/27/98 Article by G.P. Zachary: "Dataquest Inc. estimated that unit shipments grew 16% in the U.S. and 14% world-wide. International Data Corp. estimated that U.S. shipments rose 14% and world-wide shipments rose 10%. . In the U.S., Framingham, Mass.-based IDC found that the top five PC suppliers held 53% of the market, up from 45% in the first quarter a year earlier. Compaq Computer Corp.'s U.S. market share jumped to 17.3%, from 12.8% in the year-earlier period. Dell Computer Corp., the second-biggest domestic supplier, and Gateway Inc., the third largest, also posted strong gains. Packard Bell-NEC, the No. 4 supplier, fell to a 7.9% market share from 10.1% in the year-earlier period, and is now in a virtual dead heat with No. 5 International Business Machines Corp., sales of which grew 12% from the year-earlier period. World-wide, Compaq remained No. 1, followed by IBM, Dell, Hewlett-Packard Co. and Packard-Bell NEC, Dataquest said. H-P's move was most dramatic, recording a 72% surge in world-wide shipments. . Dataquest said world-wide shipments in the quarter totaled 21.2 million, compared with 18.6 million in the year-earlier quarter. The 14% growth rate is slightly lower than expected, which analysts attribute to inventory problems that may linger. . In the U.S. market, Dell showed the most impressive unit growth, at 64%, Dataquest estimated. Compaq, though particularly hurt by inventory issues, nevertheless experienced a 49% gain, the firm said. While Apple Computer Inc. wasn't among the top five suppliers -- and hasn't been for some time -- the company rebounded moderately in the U.S. during the quarter. IDC reported that its unit sales rose 14% to 318,000. Still, that amounts to only about a 4% share of the estimated 7.957 million units sold in the quarter, the market researcher said.