SI
SI
discoversearch

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: fooledalot who wrote (54367)3/22/1999 10:36:00 AM
From: John Koligman  Respond to of 97611
 
From the Intel thread. Comments on CPQ toward the bottom.

John

News March 22, 08:09 Eastern Time
AMD-Based Desktop PCs Extend US Retail Market Share

RESTON, Va., March 22 /PRNewswire/ -- Unit sales of Windows-based PCs
increased less than 1 percent and revenues plunged 16 percent compared to
February 1998, according to PC Data's February Retail Hardware Report.
The average price for Windows-based PCs fell to $947, representing a 17
percent decline from last year, although this was a slight increase over
January's average price of $944.

Sub-$1,000 PCs continued to dominate the market in February, accounting
for 62 percent of unit sales, down slightly from January's record 65.7 percent.
Unit growth in this segment was 22 percent higher versus February 1998.
Within this group the largest unit growth was concentrated in the sub-$600
market, which grew 657 percent over February 1998, and now represents
19.9 percent of PCs sold at retail. This growth came at the expense of the
$600-to-$1,000 PC market, whose unit share fell 12.9 percent, although it
remained the largest portion of the retail PC market with 42 percent. PCs
priced between $1,000 and $1,500 accounted for 33.3 percent of sales in
February, and represented a 5 percent increase over January 1999 and a
4.6 percent gain over February 1998. Sales of PCs priced above $1,500
represented only 5 percent of total retail sales, and registered a 70 percent
unit decline over February 1998.

"While overall retail sales growth slowed for Windows-based PCs, certain
companies and segments were able to exploit the changing makeup of the
US retail PC market to gain increased market presence," said Stephen
Baker, senior hardware analyst at PC Data Inc. "Among the winners in
February were AMD, with strong market share growth, eMachines, with an
impressive increase in sales, and the sub-$600 PC market, which benefited
from these two companies focusing attention on that sector."

The AMD-K60 family of desktop PC processors exceeded 50 percent of US
retail sales for the first time in February 1999. Unit sales of PCs based on
AMD processors increased by more than 70 percent versus February 1998.
PCs with AMD chips accounted for 51.4 percent of overall unit sales and
65.7 percent of the sub-$1,000 sales. AMD's strongest suit was in the
$600-$1,000 market where 73 percent of all sales were of PC's based on
AMD processors. AMD also accounted for 47 percent of unit sales in the
sub-$600 market.

Intel's retail market share declined to 38.3 percent. Although Intel chips were
in only 18.5 percent of sub-$1,000 PCs, it led the $1,000-$1, 500 market with
65.7 percent of sales and captured nearly all sales of PCs priced above this
mark. Cyrix's market share declined to 10.3 percent from 15.7 percent in
January although unit growth increased more than 280 percent versus
February 1998.

PCs powered by an AMD processor sold, on average, for $851 in February,
while the average Celeron sold for $917, the Pentium II for $1,346 and
Cyrix-based PCs sold for an average of $583.

Compaq was the market leader in February with 30.9 percent of sales, on a
unit increase of 4.3 percent. However, Compaq's revenue fell 17 percent, as
the average price of a Compaq PC dropped below $1,000 for the first time
to $961. This represents a 5 percent decline from January's average price of
$1,011 and a 20.8 percent decrease from the February 1998 price of
$1,212. Hewlett-Packard accounted for 28.9 percent of retail units, which
represented a 25 percent increase over February 1998. Four of the top five
selling PC SKUs in February were Hewlett-Packard products. IBM finished in
third place with a 10.7 percent share followed very closely by newcomer
eMachines, with 9.9 percent. Former market leader Packard-Bell NEC's
share dropped to 7.5 percent in February.

Based in Reston, VA, PC Data has been providing point-of-sale data since
1991 and has become the only comprehensive source of software and
hardware sales information. PC Data supplies sales information to more
than 800 software and hardware firms, which account for nearly 95 percent of
total computer industry sales. The company's latest initiative includes
@PCData, an Internet monitoring service. In addition to tracking software
and hardware sales through retailers, PC Data also tracks sales through
educational resellers, corporate resellers and distributors



To: fooledalot who wrote (54367)3/23/1999 12:33:00 AM
From: Aitch  Respond to of 97611
 
f,

The comments certainly seem paradoxically diverse. As victor has pointed out, I think Kumar et al is trying to revive a reputation now lost.

H