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This month at CeBIT, an information-technology fair in Hanover, Germany, that draws some 700,000 visitors, Logitech will introduce its entry in the mobile sector, a global market more than twice the size of the one for PCs. There are a billion mobile telephones in use, plus 50 million PDAs, compared with half a billion personal computers...
...demand has come mostly from manufacturers of PCs, next-generation cell phones and consumer electronics, including ever more sophisticated game consoles such as Xbox and GameCube. But telecom companies have stepped up their pace too. "Later in the year, we could see a real surprise," says analyst Chris Chaney at A.G. EDWARDS. "Someone like Intel could come in with a big order for new equipment." Chaney favors the equipment makers, which he views as better values than the chipmakers. The equipment companies' shares also tend to be earlier movers, because chipmakers must buy more equipment before they can produce more...
...Dell Computer is to buck the trend and continue to record its accustomed average annual revenue growth of 33%, it must in the future wrest market share away from Legend. That won't be easy. About one out of every three PCs sold on the mainland carries the Legend brand. "Legend has such a dominating presence in China, across all [market] segments," says Rajnish Arora, a server analyst for tech-consultancy IDC. "They aren't going to give it up easily." Kirk Yang, a Credit Suisse First Boston analyst, says, "Legend has a great brand name in China...
...prices despite China's protectionist tariffs. The American company offers a starter PC for $97 less than Legend's comparable entry-level model. Any pricing edge enjoyed by Dell could increase over the next several years; China's entry into the World Trade Organization means tariffs on imported PCs will decline from 13% to zero...
...immediate change will disable unencrypted telnet, such as the version that is accessed on PCs via the “run” option...