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

To: Boplicity who wrote (53366)	7/23/1998 9:28:00 AM
From: Ken Bobey	Read Replies (2) \| Respond to of 176387

DELL upgrade -> strong buy CS just upgraded DELL to a strong buy. Something is going on...

To: Boplicity who wrote (53366)	7/23/1998 9:29:00 AM
From: Mohan Marette	Read Replies (1) \| Respond to of 176387

Japan PC Sales Rise in Value, Units in 4th Week of June Good morning Greg-San: Here is a bit of news which looks interesting. Could this be a harbinger of things to come or a flash in the pan??? [Source:Nikkei BP/Japan] ================================================================= July 20, 1998 (TOKYO) -- Personal computer sales at about 2,000 home electronics mass retailers in Japan during the fourth week of June 1998 (June 22-28) exceeded those of the preceding week in both units and value. The rises continued for six consecutive weeks. There was a weekly 5.7 percent increase in units and a 5.1 percent increase in value, according to GfK Japan Ltd., an information service company that collects point-of-sale data at home electric appliances stores. When compared with sales of the same week of last year (June 23-29, 1997), sales increased by 15.1 percent in units and 2.7 percent in value(See table). The average retail price of desktop PCs increased by 1,614 yen (US$12) over the preceding week, but that of notebook PCs decreased by 4,507 yen (US$32) from the preceding week. As a result, the average retail price of PCs, both desktop and notebook, decreased by 1,166 yen (US$8) from 225,170 yen the preceding week to 224,004 yen (US$1,600). The market now is focused on how sales of PCs will increase in July, when the summer shopping season goes into full swing and Windows 98 goes on the market. Although sales decreased since the end of July 1997, they are expected to be boosted by Windows 98, which is scheduled for introduction toward the end of July. The data GfK Japan releases are from about 2,000 outlets of 41 firms. GfK Japan picked the 41 first in 1996, and has been releasing their data ever since. GfK Japan covers a far greater number of outlets, with combined unit-base sales accounting for about 10 percent of total domestic PC shipments and about 25 percent of total retail sales. ==================================================================== Japan PC Retailers See Steep Rise in PC Prices in June July 20, 1998 (TOKYO) -- The average prices of desktop/tower and notebook personal computers at major Japanese retailers soared as of June 16, 1998. The results came from a survey conducted by "Nikkei Best PC," a PC purchase guide, and compiled by "Nikkei Market Access," a membership data service. The average retail price of desktop/tower PCs was 278,924 yen (US$1,980), up 15.4 percent or 37,227 yen (US$265) compared to the previous month (See chart). As for notebook PCs, it was 310,931 yen (US$2,210), up 17.9 percent or 47,121 yen (US$335) compared to the previous month. As full lineups of summer models from each manufacturer hit the counter in June, the rise of average retail prices was predictable. But the extent of the differences in price was observed for the first time since the survey began. As for both desktop/tower and notebook PCs, high-end models with Pentium II microprocessors accounted for a higher percentage of the whole pie of all types of PCs sold. At volume retailers of electric appliances in Tokyo, Osaka and Nagoya, where the survey was conducted, demand for high-end models was very high. Inventory adjustments made to old spring models were almost completed in May, and this helped the average prices rise sharply. There are other factors that pushed up prices. Some standard models have memory as large as 64MB or 96MB, and some notebook PCs come with a modem card. Such added properties make nominal increments of the prices look great, but substantial price increases wouldn't be as wide as the actual figures if compared with models sold during May. With the launch of new models pre-installed with Windows 98 scheduled for the end of July, the rise in retail prices in July is not expected to be large because most products will have the same specifications as June models. The survey was performed independently by Nikkei Best PC on retail prices of leading models at 14 major PC mass marketing outlets (16 outlets until February 1998 ) in Tokyo, Osaka and Nagoya. The results are shown in the magazine each month.