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Technology Stocks : IDTI - an IC Play on Growth Markets -- Ignore unavailable to you. Want to Upgrade?

To: Jim Oravetz who wrote (10181)	4/7/1999 7:12:00 PM
From: Rob S.	Read Replies (1) \| Respond to of 11555

PC sales in units are said to be OK but pricing has been under pressure for major components like HDs, CDs, and uPs. IDT doesn't do that much anymore in PCs directly. Communications equipment sales is said to be stronger. Remember . . . "The PC is dead" (as THE driver for the industry). IDT will benefit much more from stronger communications and other equipment sales than any tweak in PCs. Of course PC sales is still a barometer for networks and other things. I think the communications sector should do very well into 2001. As Asia pulls out and the Y2K budget drain is disposed of, networking and communications will be put into an even higher gear.

To: Jim Oravetz who wrote (10181)	4/9/1999 12:41:00 PM
From: Jim Oravetz	Read Replies (1) \| Respond to of 11555

++OT++ Better Results Are Expected For Most Computer Makers By ALEC KLEIN Staff Reporter of THE WALL STREET JOURNAL Leading U.S. computer makers should report mostly improved first-quarter results compared with last year, when turmoil in Asia and a retail-inventory glut of personal computers hurt sales and margins, analysts say. Results, however, won't be as strong as once hoped, because an expected spending bonanza to fix the year-2000 bug didn't materialize. The first quarter is usually slow for computer makers because spending by consumers shrinks after Christmas, and corporate orders slow after the usually strong fourth quarter. Good News for Computer Companies? U.S. computer makers are expected to report improved quarterly results compared to last year: Company Net Income Projection Compaq +320% Benefited from high-margin server business and easy comparison over weak year-ago period, but its PC demand is lower than expected in North America and Europe. IBM +28% Growth is expected to be led by its thriving computer services unit, but demand is slackening for IBM mainframes. Sun Microsystems +24% Solid results are expected, driven by its server business. Hewlett-Packard +13% Consumer PC sales have been faring well, but the printer business has come under increasing pressure, and corporate PC sales continue to suffer against lower-priced competitors. Sources: Industry analysts' projections; WSJ research Corporate PC demand grew about 10% in units and the consumer PC business continued to rise at about 15% to 20% in units. But prices dropped at about a 25% annual clip. The first quarter's strength came in large measure from double-digit revenue growth in the market for servers, the powerful computers that link desktop PCs. What's more, the economic fallout in Asia appeared to bottom out, while Europe and the U.S. remained strong for computer makers. ...snip... Rob, looks like you were correct. Jim