The drivers are still there for PCs, and that should sustain the healthy growth in our forecast. But one of the primary drivers for our forecast is also portable adoption.
More Quotes from Loren Loverde:
Some consumers will certainly delay PC purchases until Vista is available, but we expect the delay to shift only moderate volume from the fourth quarter of 2006 into 2007 and will not cause a loss of sales.Loren Loverde
Market growth ahead of forecasts in almost all regions reflects continuing strong demand.
Loren Loverde
The general good news is that it's another strong quarter.
Loren Loverde
Those underlying factors will preserve long-term growth.
Loren Loverde
HP has gotten a boost from newly acquired Compaq, which has had a strong foothold in those areas for years and has maintained a strong local presence in many countries. HP is more established and has more distribution networks, ... Dell has been in the market less time, and they're focusing on core markets U.K., Germany, and France. It's working fairly well for them.
Loren Loverde
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