The downturn in growth is concrete evidence that saturation in key segments is playing an increasingly important role in overall market growth, with new shipments unable to mask the effects of economic cycles on replacement buying,
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The industry is running to stand still.Charles Smulders
Strong market growth continued to be driven by lower prices and mobility in the third quarter. These factors sped up new PC adoption and replacement activities. Overall market growth exceeded expectations, with home demand for mobile being particularly strong.
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Emerging markets and consumer demand in the mature regions were the major growth engines on a worldwide basis.
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The biggest blunder U.S. companies have made is failing to take into account the nature of local conditions, ... Failing to understand specific country markets and applying a U.S.-centric model is a recipe for failure.
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I think it may change buying behaviors of people who were willing to wait until the end of the year. They may choose to buy now instead.
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