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Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?

To: Raymond Duray who wrote (28151)	2/11/1999 6:23:00 PM
From: Henry Eichorszt	Respond to of 70976

Analyst sees Asia PC sales rebounding in '99 By David Legard PC sales should rebound in Asia this year after a weak 1998, according to new research figures from International Data Corp. (IDC). The market research firm said the fourth quarter of 1998 was the only quarter in which PC sales in Asia grew from the year before, by 7%. IDC said the turnaround indicates that the worst is probably over for the region and predicted unit growth in PC sales to be over 14% this year. Preliminary figures for 1998 as a whole showed an overall 0.6% decline in PC sales in Asia (except Japan) to 10.47 million units, down from 10.54 million units in 1997, and underlined the wide disparity between growth rates in the different countries. In particular, China, with 29.5% growth -- from 3.03 million units in 1997 to 3.93 million units in 1998 -- held onto its position as the largest PC market with a 37.5% share of the region's sales by units. IDC noted that growth in China's PC market was lower in 1998 than in 1997, when the country saw PC sales grow by 44%. The rest of Asia saw a 12.8% drop in overall unit sales, with the worst hit markets being Indonesia (down 81%), Thailand (down 40%), Korea (down 31%) and Malaysia (down 26%). The five major Southeast Asian markets of Indonesia, Malaysia, the Philippines, Singapore and Thailand together showed a 36.6% decline in unit sales in 1998, according to IDC. Only Thailand and the Philippines shared in the positive PC sales growth enjoyed by Asia as a whole in the fourth quarter of 1998. Kitty Fok, IDC Asia-Pacific's research manager, said there is reason for guarded optimism for the year ahead. "If market conditions in China, India and Australia remain healthy, the regional PC market should generate solid gains in 1999, producing the highest annual shipment totals ever for the regional market," she said in a statement. Growth figures among the different PC vendors were also varied, IDC said. Compaq Computer Corp.'s unit sales were down by 8.5% and Acer Group's down by 19.3%, even as Dell Computer Corp. saw sales climb by 45.9%, Hewlett-Packard Co. by 17.1% and IBM by 3.3%. The fastest growing major PC vendor in the region last year was China's Legend Group, whose sales grew 73.4% to 564,000 units, ranking it third behind Compaq (891,000 units) and IBM (848,000 units) among PC vendors in the region.

To: Raymond Duray who wrote (28151)	2/12/1999 4:15:00 AM
From: Paul V.	Read Replies (1) \| Respond to of 70976

Raymond, Can you point me to a FAQ on this data run? some of the acronyms and assumptions are a little sketchy to me. Bookmark the profiles of Gottfried, Lester E., Big Bucks, John L., Tito, Katherine, Teri and Dr. Snyder and then read the post and references they post. There is just to much to cover without taking up to much time on this site. The best method is to read, read, and read more and join an investors club locally. This SI site is quite informative. But you have to keep up with the post especially from the above individuals, IMO. Just my $.o2. Paul

To: Raymond Duray who wrote (28151)	2/12/1999 12:12:00 PM
From: Gottfried	Respond to of 70976

Raymond, [edited] if you need some introductory Point-and-Figure [PnF] info - please go to dorseywright.com There is some under "Samples and Help". To understand Paul's tables you need to know that each acronym stands for an industry group or a whole market. BPNYSE means "NYSE bullish percent", and that is simply a count of stocks on the NYSE that are on a BUY signal. Sort of tells you how broad market action is. For an industry group it is the same. For example 'bpbank 45.4' means 45% of bank stocks have a BUY signal. The BUY signals are determined from PnF charts. A simple, but not intuitive method. Gottfried Ben Antanaitis' site also contains much PnF info and there is a free trial of his PnF charting program. pipeline.com