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.

Politics : Ask Michael Burke -- Ignore unavailable to you. Want to Upgrade?

To: Knighty Tin who wrote (45206)	2/1/1999 1:16:00 AM
From: Peter Singleton	Read Replies (1) \| Respond to of 132070

Michael, Up 15% for Q4, up 12% for the year ... (see below, courtesy the Intel thread). Still wondering, though, about the ASP. Where are you getting the estimates of down 20-30%? Intuitively that seems awfully steep, albeit I'm not close enough to the data to have an informed opinion. The only data I've seen that would support that, of course, would be the sharp shift to the low end of the market in the consumer market, plus the slowdown in the corporate market you've suggested happened. In any event, that would be a breathtaking decline ... I'd love to see more data that could help us puzzle out ASPs this past year. btw, not to alarm you, but there's a fellow posting on the CPQ thread under your name, saying bad things about those boys from Houston ... <g> Peter <<Sunday January 31 1:47 AM ET World Fourth-Quarter PC Shipments Rebound--Surveys dailynews.yahoo.com By Eric Auchard NEW YORK (Reuters) - Worldwide personal computer shipments picked up their pace in the fourth-quarter to grow 15 percent versus the fourth-quarter a year-ago, salvaging a year that began with an inventory glut and struggled with economic turmoil in many emerging markets, market researchers said. By contrast, worldwide PC market shipments rose 12 percent for the 1998 year as a whole compared to 1997, according to survey data to be released Friday by market researcher firm International Data Corp. (IDC) of Framingham, Mass.>>