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To: jim kelley who wrote (120393)	4/24/1999 12:24:00 AM
From: TechMkt	Respond to of 176387

If anyone gets info from the Hambrecht & Quist conference would appreciate if you would post it. Thanks. Fez _________________________ Maxwell, Commerce Secretary Advisor, to Attend H&Q Conference San Francisco, April 23 (Bloomberg) -- Elliot Maxwell, the special advisor for the digital economy to U.S. Secretary of Commerce William Daley, will present the keynote speech at the Hambrecht & Quist Technology Conference next week. The keynote address will be Maxwell's first to the technology industry since being named to the position late last year. His speech on Monday will mark the start of investment bank Hambrecht & Quist Group's 27th annual technology conference. Consumers and investors have increasingly addressed issues of privacy on the Internet, consumer protection, and electronic commerce -- all policy areas in which Maxwell is involved. Technology companies also have been under growing scrutiny by investors on concern about slowing personal computer sales and the impact of the Year 2000 computer bug on software sales. The conference will give many of them an opportunity to hear from companies such as Amazon.com Inc., At Home Corp., Dell Computer Corp. and Sun Microsystems Inc. about the status of their businesses. About 3,500 people will be attending the annual investor gathering, which will run Monday through Thursday. Companies that have recently sold shares to the public, including Critical Path Inc., will also give presentations at the conference. Apr/23/1999 19:27

To: jim kelley who wrote (120393)	4/24/1999 12:43:00 AM
From: TechMkt	Read Replies (2) \| Respond to of 176387

This is the latest I could find. If anyone finds a better copy please post it. Fez ____________________________________ Compaq's loss is gain for IBM, Dell By Ephraim Schwartz InfoWorld Electric Posted at 4:22 PM PT, Apr 23, 1999 Not unexpectedly, two market research companies said Compaq lost market share in the first quarter of 1999 during the same period in 1998, according to reports of first-quarter worldwide and U.S. unit shipments and market share. Gartner Group's Dataquest Alert indicates just more than a 2 percent drop in U.S. market share, and a more moderate 0.9 percent drop worldwide, for the company that still holds bragging rights to being the number PC vendor. However, International Data Corp.'s (IDC's) Market Monitor is no less discouraging for the Houston giant, showing a similar 2.1 percent market share decline in the United States with a 0.4 percent drop worldwide. Overall, Compaq's growth for the quarter was a "lackluster" 6.9 percent according to Dataquest. Among the top five U.S. vendors Dell, Hewlett-Packard, Gateway, and IBM all increased their share of the market in the United States, with Dell seeing the most dramatic increase of 3 percent. Dell gained on Compaq, which last weekend underwent a personnel shakeup that resulted in the departure of CEO Eckhard Pfeiffer, in worldwide sales as well while HP saw a 0.1 percent decline. Individual growth for the top five also indicated Dell's continued strong performance, scoring the largest single growth among the top five worldwide with a 50.8 percent increase in business compared with the first quarter of 1998, according to Dataquest. IDC pegged Dell's growth at an even larger 55 percent. Gateway with far fewer number of units shipped still registered a strong 38.1 percent gain for the quarter and IBM increased its units from 1.6 million to 2.1 million, nearly a 31 percent increase. Hewlett-Packard saw its U.S. growth go up 39 percent, according to IDC which noted that HP was one of only two vendors reporting sequential growth in a "typically declining quarter." Both Dataquest and IDC attributed the surprising strong first quarter to continued decline in PC prices as the introduction of the Pentium III drove Pentium II-based system prices down, the continuing growth of the Internet and a residual demand left over from a strong fourth quarter. Win some, lose some Dataquest figures represent only PC shipments (desktop, deskside, notebook, ultraportable, laptop, and transportable). Vendor Market share (Q1 1998) Market share (Q1 1999) Year-to-year growth Compaq 14.3% 13.4% 9.9% Dell 7.2% 9.2% 49.1% IBM 7.5% 8.4% 30.8% HP 6.2% 6.0% 13.1% Gateway 3.7% 4.3% 38.1% Others 61.1% 58.7% 12.6% Total 100% 100% 17.2% International Data Corp. figures for branded shipments represent shipments to distribution channels or direct to end-users. Vendor Market share (Q1 1998) Market share (Q1 1999) Year-to-year growth Compaq 18.2% 16.1% 10% Dell 11.8% 11.8% 55% Gateway 8.2% 9.3% 40% HP 7.9% 8.0% 26% Others 46.2% 43.2% 46.2% Others 100.0% 100.0% 24% Year-to-year growth represents growth in total number of units sold. Dataquest Corp., in San Jose, Calif., is at www.dataquest.com. International Data Corp., in Framingham, Mass., is at www.idc.com. InfoWorld Editor at Large Ephraim Schwartz is based in San Francisco.

To: jim kelley who wrote (120393)	4/24/1999 9:40:00 AM
From: divvie	Respond to of 176387

Isn't the short term tax rate the same as the federal rate that you pay? So it could be as close to 40% for some people.

To: jim kelley who wrote (120393)	4/24/1999 9:56:00 AM
From: Mohan Marette	Read Replies (5) \| Respond to of 176387

...and the Winner is DELL --->Dataquest & IDC preliminary numbers.Yahooo! Jim: What do you think? What is with IDC number,it shows market share for DELL remaining the same for Q1 98 & Q1 99 with a YOY gain in unit shipments of 55%! Also are these guys talking about Jan-March (I am sure they are) numbers,where as DELL Q 1 runs from Feb-April? I guess in the abscence of any other data we have to take these guys stats with a grain of salt and then adjust it for any discrapencies,no? You Win some,You lose some 1.DATAQUEST (Dataquest figures represent only PC shipments (desktop, deskside, notebook, ultraportable, laptop, and transportable).) Vendor Market share (Q1-98) Market share (Q1-99) Year-to-year growth Compaq 14.3% 13.4% 9.9% Dell 7.2% 9.2% 49.1% IBM 7.5% 8.4% 30.8% HP 6.2% 6.0% 13.1% Gateway 3.7% 4.3% 38.1% Others 61.1% 58.7% 12.6% Total 100% 100% 17.2% ============================ 2.IDC (International Data Corp. figures for branded shipments represent shipments to distribution channels or direct to end-users.) Vendor Market share (Q1-98) Market share (Q1-99) Year-to-year growth Compaq 18.2% 16.1% 10% Dell 11.8% 11.8% 55% Gateway 8.2% 9.3% 40% HP 7.9% 8.0% 26% Others 46.2% 43.2% 46.2% Others 100.0% 100.0% 24% (Year-to-year growth represents growth in total number of units sold.) (Courtesy:Dataquest & IDC via Infoworld) ================== Compaq's loss is gain for IBM, Dell By Ephraim Schwartz InfoWorld Electric Posted at 4:22 PM PT, Apr 23, 1999 Not unexpectedly, two market research companies said Compaq lost market share in the first quarter of 1999 during the same period in 1998, according to reports of first-quarter worldwide and U.S. unit shipments and market share. Gartner Group's Dataquest Alert indicates just more than a 2 percent drop in U.S. market share, and a more moderate 0.9 percent drop worldwide, for the company that still holds bragging rights to being the number PC vendor. However, International Data Corp.'s (IDC's) Market Monitor is no less discouraging for the Houston giant, showing a similar 2.1 percent market share decline in the United States with a 0.4 percent drop worldwide. Overall, Compaq's growth for the quarter was a "lackluster" 6.9 percent according to Dataquest. Among the top five U.S. vendors Dell, Hewlett-Packard, Gateway, and IBM all increased their share of the market in the United States, with Dell seeing the most dramatic increase of 3 percent. Dell gained on Compaq, which last weekend underwent a personnel shakeup that resulted in the departure of CEO Eckhard Pfeiffer, in worldwide sales as well while HP saw a 0.1 percent decline. Individual growth for the top five also indicated Dell's continued strong performance, scoring the largest single growth among the top five worldwide with a 50.8 percent increase in business compared with the first quarter of 1998, according to Dataquest. IDC pegged Dell's growth at an even larger 55 percent. Gateway with far fewer number of units shipped still registered a strong 38.1 percent gain for the quarter and IBM increased its units from 1.6 million to 2.1 million, nearly a 31 percent increase. Hewlett-Packard saw its U.S. growth go up 39 percent, according to IDC which noted that HP was one of only two vendors reporting sequential growth in a "typically declining quarter." Both Dataquest and IDC attributed the surprising strong first quarter to continued decline in PC prices as the introduction of the Pentium III drove Pentium II-based system prices down, the continuing growth of the Internet and a residual demand left over from a strong fourth quarter.