The economy is compounding saturation issues in the installed base, ... So I think until we see consumer confidence improve and the general economic situation improve, then we should not expect the upturn.
More Quotes from Charles Smulders:
Vendors will continue to look for ways to reach new audiences. The key determining factor on channel choice is profitability. I don't think we will see Dell moving into third-party retail anytime soon for that reason.Charles Smulders
Emerging markets and consumer demand in the mature regions were the major growth engines on a worldwide basis.
Charles Smulders
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.
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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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,
Charles Smulders
In the United States, installed-base saturation is becoming an increasingly significant factor in determining overall commercial market growth rates, ... Saturation is forcing vendors to deliver new types of systems to maintain solid growth rates.
Charles Smulders
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