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Technology Stocks : PC Sector Round Table -- Ignore unavailable to you. Want to Upgrade?


To: Mark Oliver who wrote (829)9/9/1998 9:11:00 PM
From: Pierre-X  Read Replies (1) | Respond to of 2025
 
Global PC sales rebounding
By Stephanie Miles
news.com

Woldwide sales grew 11 percent last quarter, and are expected to grow 12.2 percent for the second half of 1998...

Nice table of int'l shipments for the top 5 vendors.

Note the amazing unit growth at Dell ... is this an error?

Home buyers and refinancers look for a perceived bottom in rates before making a move. Will we see the same in the PC world?



To: Mark Oliver who wrote (829)9/10/1998 5:55:00 AM
From: Pierre-X  Read Replies (1) | Respond to of 2025
 
I think the SR revolution is gathering momentum. All it needs now is strong leadership!

Voice-Recognition Leaders Vie For No. 1 Spot
techweb.com

Unit sales in the voice-recognition category increased 137 percent and revenue grew 200 percent during the first half of 1998, according to PC Data, Reston, Va.
...
IBM holds the overall unit market-share lead in voice recognition with 38 percent, compared with Dragon's 34 percent. But Dragon's Naturally Speaking Preferred title usurped IBM ViaVoice as the best-selling voice-recognition title at retail during the first half of 1998, according to PC Data.
...
Retailers said the voice-recognition category fell flat for a few months, but is picking up steam with recent price promotions and the launch of IBM's new titles.


Rapid growth indicating the beginning of the Moore "tornado". The technology enthusiasts and early adopters are likely saturated; now we'll see if the early majority buys in. If so, look out for some serious acceleration in higher end PC sales.

Note however that the "teen" products showcased in this article seem, at least to me, very much the WRONG direction for product development. Do these guys understand their own markets??