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To: Skeeter Bug who wrote (41877)1/5/1999 10:08:00 AM
From: SlowThinker  Read Replies (1) | Respond to of 53903
 
Are you sure that the numbers you quoted were from the same analyst as I quoted, or are you saying that every the opinion of every analyst is suspect? (more than usual, anyway) Regardsless, guess we'll find out over the next few months what the market thinks the valuation of the stock should be.

Re: your thoughts on perjury, current public opinion in America is vastly at odds with your statement that prior perjury is relevant. ;-)

Regards,

>>Pulling numbers out that an analyst may have come out with 3 years ago isn't particularly directly relevant to the conversation at hand, is it?<<

>it absolutely is. it goes to credibility. is a prior perjury relevant when someone is testifying against you in court? heck yeah... that is one example. everyone was wrong about 1996. everyone was wrong about 1997. everyone was wrong about 1998. the analysts were always high b/c their methodology was always wrong.



To: Skeeter Bug who wrote (41877)1/5/1999 10:22:00 AM
From: DJBEINO  Respond to of 53903
 
Japan's PC Sales Reach Record High in 1st Week of Dec.
January 5, 1999 (TOKYO) -- Japan's sales of personal computers toward the end of 1998 were brisk, and the number of PCs sold in the first week of December 1998 reached a record high.
According to data collected by GfK Japan Ltd., PC sales at 2,000 retailers of electric appliances in the first full week of December (Dec. 7 through 13) increased 20.2 percent in number and 21.2 percent in value from the previous week. (See table.)

GfK Japan Ltd. is an information service company that handles point of sales (POS) data.

In comparison with the same period a year earlier (Dec. 8 to Dec. 14, 1997) sales increased 77.2 percent in units and 76.6 percent in value, GfK Japan also said.

The average sales price rose 1,826 yen from 230,140 yen (US$2,020) to 231,966 yen (US$2,040).

The number of units sold in the first week of December 1998 reached the highest level since Nikkei Market Access started compiling the survey in April 1996. It exceeded the record in the fourth week of March 1997, when many customers purchased PCs immediately before the increase in the consumption tax that went into effect in April 1997.

However, the sales value was the second highest on record, following the fourth week of March 1997, because the average sales price of a PC has declined since then. The average price was 250,562 yen (US$2,200) in March 1997, and it decreased by 7.6 percent in the first week of December 1998.

As concerns 1998 winter sales, the average sales price appears to be stable. No sharp fluctuations have been seen since an increase of more than 8,000 yen (US$70) to 230,139 yen (US$2,020) in the first week of November 1998.

Sales of notebook PCs were brisk in the first week of December. Week-on-week growth in sales of notebook PCs surpassed that of desktop PCs for the first time in seven weeks (since the third week of October 1998).

The data GfK Japan releases are from about 2,000 outlets of 41 firms. GfK Japan selected the 41 firms in 1996 and has been releasing their data since then.

GfK Japan covers outlets with combined unit-based sales accounting for about 10 percent of total domestic PC shipments and about 25 percent of total retail sales.

nikkeibp.asiabiztech.com



To: Skeeter Bug who wrote (41877)1/5/1999 10:22:00 AM
From: JungleCat  Respond to of 53903
 
Someone's Buyin' ;) !!



To: Skeeter Bug who wrote (41877)1/5/1999 10:41:00 AM
From: DavidG  Read Replies (1) | Respond to of 53903
 
Skeeter,

Thanks for posting all those bullish articles on DRAM demand improving for 1999. <g> I am glad we are now in sync.<vbg>.

Hope you sold those PUTs. I feel MU in mid 50's.:-)

Good Luck Trading

DavidG

PS: I believe that was Soundview not RS(Niles) with the $17eps.:-)