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

To: yard_man who wrote (45502)	2/3/1999 1:20:00 AM
From: Peter Singleton	Read Replies (4) \| Respond to of 132070

Monolithic Thread, <g> Here's an article poached from the Dell thread, with good charts of IDC market share data for PC and mid-ranger server sales in 1998: thestandard.net key quote: <<Last week, International Data Corp. released its preliminary estimate of the 1998 server hardware and software markets. Growth in hardware revenue slowed considerably, compared to growth in 1997. IDC analyst Amir Ahari attributes this lack of growth to the price-slashing that followed inventory-supply woes among PC server vendors. With this problem cleared up, Ahari expects "first quarter to be phenomenal and 1999 to be a very strong year.">>

To: yard_man who wrote (45502)	2/3/1999 1:26:00 AM
From: Peter Singleton	Read Replies (3) \| Respond to of 132070

MT, Also poached from Dell thread (poached from Intel thread): key quote: <<[Dataquest] said it now expects worldwide chip revenues to grow 15% to $154.5 billion in 1999 after last year's 8.4% decline to $134.8 billion, according to a recently revised estimate. Firming DRAM prices and "protective ordering" by chip buyers worried about the Y2K problem will help drive semiconductor sales higher in the final two quarters this year, according to Dataquest analysts.>> Peter semibiznews.com A service of Semiconductor Business News, CMP Media Inc. Story posted 11:30 a.m./8:30 a.m., PST, 2/2/99 Year 2000 bug might be good for chip sales, says Dataquest SAN JOSE--The much discussed threat of a Year 2000 software bug will help give chip sales a shot in the arm early in the second half of 1999, according to Dataquest here today. The market research firm said it now expects worldwide chip revenues to grow 15% to $154.5 billion in 1999 after last year's 8.4% decline to $134.8 billion, according to a recently revised estimate. Firming DRAM prices and "protective ordering" by chip buyers worried about the Y2K problem will help drive semiconductor sales higher in the final two quarters this year, according to Dataquest analysts. "The third quarter of 1999 should bring good semiconductor growth -- helped in part by 'protective ordering' in advance of potential year 2000 problems -- followed by a strong fourth quarter of 1999," said Ron Bohn, director for Dataquest's Worldwide Semiconductor Research Operations. Semiconductor growth, as measured in dollar revenues, will also get a boost from a stronger Japanese yen exchange rate and firming of DRAM prices in the second half of 1999, said Joseph Byrne, senior semiconductor industry analyst at Dataquest. In a forecast presented last month at the Industry Strategy Symposium (ISS) in Pebble Beach, Calif., Dataquest predicted that DRAM revenues would rebound with a 30% increase to $31.8 billion vs. $18.5 billion in 1998. In the year 2000, DRAM sales will surge 72% to $31.8 billion, according to the forecast

To: yard_man who wrote (45502)	2/3/1999 1:31:00 AM
From: Peter Singleton	Read Replies (2) \| Respond to of 132070

MT (sorry, Tip, for cluttering your inbox), another PC market article, again from the Dell thread ... [no link provided] February 01, 1999 U.S. IT Market Continues to Grow in '99 By Nancy Weil BOSTON Continued growth is expected across the board in the U.S. IT market this year, with the markets for PCs, servers, services and online products likely to continue growing throughout 1999. Information technology directors are expected to guard resources in the coming months, relying on equipment and software that their departments already have and holding off on buying anything new for a time, said Scott Miller, a senior analyst at San Jose, Calif.-based Dataquest. The hesitance to buy has more to do with product cycles than economic concerns, however, and is not considered the precursor to a major downturn, Miller said. Spending on PCs in the U.S. will jump to $71.56 billion in 1999, compared to $67.9 billion expected this year, Dataquest forecasted. Updated mobile software and the arrival of the Windows 2000 operating system are likely to spur an upgrade cycle in the second half of 2000, with Dataquest predicting that PC spending will reach $78.9 bilion in 2000 and $89.9 billion a year later. In the computer systems and servers market segment, Dataquest forecasted U.S. spending will hit $18.5 billion this year, rise slightly to $19.27 billion next year and stay relatively flat through 2000, when Dataquest predicts sales will reach $19.67 billion. Consultants will continue to be in demand, with $14.47 billion in U.S. sales this year, expected to reach $16.99 billion next year, $19.7 billion in 2000 and $23.0 billion in 2001. Online services also will show steady, if undramatic, growth. Dataquest measures online service figures for all of North America and expects that market to be $7.8 billion this year in North America, $9.88 billion next year, $11.97 billion in 2000 and $14.35 billion in 2001. As far as PCs go, prices are stabilizing for commercial desktop machines as companies move to standardize across the enterprise, Miller said. But the corporate market is saturated the only way to push growth is to boost the replacement cycle, he added. And one way to accomplish that is through price cuts, which are a necessity when prices drop as they have in the consumer market. Another option for speeding replacements is to offer corporate users something different from what is available commercially, Miller added. For resellers and distributors, the key to keeping business rolling in is basic. "They need to spin the installed base faster plain and simple," Miller said. "If you can do that, you win."

To: yard_man who wrote (45502)	2/3/1999 10:39:00 AM
From: Knighty Tin	Respond to of 132070

Tip, When you get into the groove of looking for a pattern of blue smoke and mirrors, sleight of hand and misdirection from a co., it is not surprising that many can immediately tell when something is left out of the glib patter. It is sort of like those "what's wrong with this picture?" puzzles. Every time a touty co. like Intel takes the podium, you have to look for what they left out, as that is what they are worried about. This time, it is the majority of their business that got left out. <G>