Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: rudedog who wrote (35334)	10/25/1998 8:17:00 PM
From: Elwood P. Dowd	Respond to of 97611

Rankings of Personal Computer Q3 Shipments Rankings of personal computer Q3 shipments 04:27 p.m Oct 25, 1998 Eastern NEW YORK (Reuters) - The following are estimates by two technology market research firms of personal computer shipments during the third quarter of 1998 compared to the same quarter in 1997, both worldwide and in the U.S. market. The first two tables cover data on worldwide and then U.S. PC shipments collected by Dataquest, a unit of Gartner Group Inc. The third table covers domestic PC shipments as measured by International Data Corp. Dataquest Preliminary Worldwide PC Vendor Shipment Estimates for Third Quarter 1998 (Thousands of Shipments) Company Q3/98 Market Q3/97 Market 1998/97 Shipments Share % Shipments Share % Growth % Compaq 3,100 13.7 2,827 14.2 9.7 IBM 1,945 8.6 1,570 7.9 23.9 Dell 1,895 8.4 1,177 5.9 61.0 H-P 1,373 6.1 1,151 5.8 19.3 Gateway 877 3.9 638 3.2 37.5 Others 13,423 59.4 12,523 63.0 7.2 Total Market 22,613 100.0 19,886 100.0 13.7 Note: Tables count personal computers only (desktop, deskside, notebook, ultraportable, laptop and transportable). Server PCs are not included. Totals may not add to 100 percent because of rounding. Dataquest Preliminary United States PC Vendor Shipment Estimates for Third Quarter 1998 (Thousands of Shipments) Company Q3/98 Market Q3/97 Market 1998/97 Shipments Share % Shipments Share % Growth % Compaq 1,425 15.0 1,549 19.2 -8.0 Dell 1,275 13.4 816 10.1 56.3 IBM 845 8.9 620 7.7 36.3 H-P 800 8.4 604 7.5 32.5 Gateway 778 8.2 540 6.7 44.1 Others 4,388 46.1 3,918 48.7 12.0 Total Market 9,511 100.0 8,047 100.0 18.2 Note: Tables personal computers only (desktop, deskside, notebook, ultraportable, laptop and transportable). Server PCs are not included. Totals may not add to 100 percent because of rounding. International Data Corp.'s Top 5 Vendors U.S. PC Shipments, Third Quarter 1998 (Preliminary) (Thousands of Units) Q398 Q3 1998 Market Q3 1997 Market Growth Rank Shipments Share Shipments Share 1998/97 1 Compaq 1,501 15.8% 1,639 19.6% -8% 2 Dell 1,340 14.1% 812 9.7% 65% 3 IBM 869 9.1% 650 7.8% 34% 4 H-P 796 8.4% 629 7.5% 27% 5 Gateway 781 8.2% 544 6.5% 44% Others 4,235 44.5% 4,104 49.0% 3% All Vendors9,522 100.0% 8,378 100.0% 14% NOTES: Both IDC and Dataquest figures represent unit shipments into distribution channels or direct to computer users. They do not track sales out of indirect distribution channels, say from a retailer to a final customer. Nor do they reflect reported revenues. These measurements of factory shipments has tended in recent quarters to understate final customer sales by Compaq-Digital-Tandem, IBM, Hewlett-Packard Co, which ship large amounts of their inventory through indirect distribution channels. The statistics count company-branded shipments and exclude original equipment manufacturer (OEM) sales of computers manufactured but sold under another company's name.

To: rudedog who wrote (35334)	10/25/1998 8:23:00 PM
From: Elwood P. Dowd	Respond to of 97611

Global turmoil fails to slow Q3 PC industry growth 04:14 p.m Oct 25, 1998 Eastern By Eric Auchard NEW YORK (Reuters) - Quarterly surveys by two technology market research firms showed that economic turmoil in the Asia/Pacific region, Russia and Latin America failed to slow the strong growth of personal computer sales in Western Europe and the United States. Worldwide personal computer industry shipments picked up pace in the third quarter as 22.6 million computers were produced -- 14 to 15 percent more than the year-ago third quarter -- as the industry worked off a build-up of excess inventory that sapped growth in 1998's first half. Compaq remained the No. 1 PC supplier, both in the world and in the United States, while IBM regained the No. 2 world rank and after slipping to third behind fast-growing Dell in the second quarter, the survey's preliminary data showed. ''Though some regions of the world continue to confirm the dampening effects of the financial turmoil in Asia/Pacific, worldwide PC unit growth remains healthy,'' Dataquest analyst Bill Schaub said. ''Combined shipments in the U.S. and Europe comprise nearly 60 percent of the world's demand for PCs, and these two regions are experiencing exceptional PC unit growth,'' he said. In the United States, market researchers divided over the rate of growth, with International Data Corp. estimating a 14 percent annual rate in the third quarter and Gartner Group Inc.'s Dataquest calculating 18 percent growth. At that rate, the U.S. market will continue on track to have a majority of American households owning at least one computer by the end of 1998. Dataquest forecasts that 51 percent of all U.S. homes will own a PC this year versus 43 percent in 1997. The direct PC distributors, Dell and Gateway, showed the strongest growth both worldwide and in the United States. Compaq shipments actually declined 8 percent year-to-year, although this reflected the huge backlog of computers shipped to distributors ahead of the 1997 holiday season that led to a glut Compaq has only recently worked its way out from under. Taking advantage of its efficient direct-to-the-customer sales approach, Dell grew above 60 percent, several times the rate of IBM's growth, foreshadowing a battle for the No. 2 world rank if both companies' shipments continue to rise at their current rates. Gateway eclipsed one-time U.S. retail PC leader Packard Bell NEC to snag the No. 5 rank both worldwide and domestically. But the survey findings revived criticism by some PC makers and Wall Street brokers who argue that the quarterly research data continues to understate the global growth in PCs actually purchased by customers, which one analyst put at 20 percent. The two leading PC market research firms count shipments into distribution channels or direct to computer users. They do not track sales out of indirect distribution channels, say from a retailer to a final customer. Nor do they measure revenues, which Schaub noted, were ''pretty flat'' in the third quarter, as several PC makers boosted the portion of cheaper PCs priced less than $1,000 that they sold, causing average selling prices to drop year-to-year. Compaq spokesman Alan Hodel said that while third-quarter shipments fell 8 percent from a year ago, they grew 30 percent versus the 1998 second quarter and by 38 percent measured in terms of final customer sales, not initial shipments. Adjusting the figures to reflect what Compaq and IBM have was were their sales to final customers, PC shipments grew 20 percent worldwide in the third quarter, not the 15 percent reported by IDC, Bear Stearns PC analyst Andrew Neff said. ''Reports of the death of the computer industry have certainly been exaggerated,'' Neff wrote in remarks to investors ahead of the public release of the market share data. He noted that third-quarter PC shipments and better-than- expected financial results reported for the quarter by Intel, IBM, Microsoft and others in recent weeks suggest that at least among the industry leaders, solid growth continues.

To: rudedog who wrote (35334)	10/25/1998 8:28:00 PM
From: Elwood P. Dowd	Respond to of 97611

November 01, 1998, Issue: 911 Section: Reviews Let Your Fingers Do the Log-On Jim Forbes Soon you won't need a password to access your computer or your network, thanks to Compaq's Fingerprint Identification Technology. This biometric fingerprint reader and software, for Windows 95, 98 and NT 4.0, captures fingerprint images, and compares and matches fingerprint minutiae before allowing access. The easy-to-use wizard-based software in this beta allows administrators to precisely control accessible information or resources and, once installed, it took under 2 minutes to enroll a single user in the database. Used with NT 4.0 (Service Pack 3), Compaq's Fingerprint Identification Technology tightly integrates with NT's domain authentication. This lets administrators associate individual thumbprints with authorized users and assign users to different groups with varying access privileges. At $99 per reader, Compaq's Fingerprint Identification Technology is somewhat expensive, although it does offer NT-specific features, which the similarly priced Digital Persona U.are.U. currently lacks (see Reviews, September). $99. Compaq Computer Corp., 800-345-1518, 281-370-0670. Winfo #767

To: rudedog who wrote (35334)	10/25/1998 8:38:00 PM
From: Elwood P. Dowd	Read Replies (1) \| Respond to of 97611

PC shipments grew 13.7 percent in third quarter Last Update: 8:27 PM ET Oct 25, 1998 SAN JOSE, Calif (AP) - Despite a struggling global economy, more than 22.6 million personal computers were shipped worldwide in the third quarter of 1998 - a jump of 13.7 percent over the same period last year. "Though some regions of the world continue to confirm the dampening effects of the financial turmoil in Asia and the Pacific, worldwide personal computer unit growth remains healthy," said Bill Schaub, vice president of Dataquest Inc. in San Jose. In the United States, 9.5 million computers were shipped, up 18.2 percent from the year-ago period, said Dataquest. Western Europe reported strong growth based on a growing low-cost PC market and a strong economy, said International Data Corp., based in Framingham, Mass. Economic woes in Russia and the southeastern Asia markets countered the strong western European growth, though a positive growth rate in the Japanese market showed signs of a revival in consumer demand, said IDC. Market data from IDC shows that although Compaq (CPQ) remains the number one vendor in the world, its growth in the United States slipped 8 percent to just 15.8 percent of the market. Meanwhile, Dell (DELL) is growing rapidly, up 65 percent to take 14.1 percent of the U.S. market. IBM (IBM) clinched the No. 3 position for the United States with 34 percent growth, and Hewlett-Packard (HWP) and Gateway (GTW) rounded out the top five.