They keep inventory low. They have very responsive systems, and they have maintained their growth momentum for a long time. In fact, over this whole downturn, they've maintained positive unit growth.
More Quotes from 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
The general good news is that it's another strong quarter.
Loren Loverde
We continue to see remarkable growth in the PC market and relative independence from broader economic trends.
Loren Loverde
Despite market concern for consumer spending, fourth quarter demand remained strong with most regions coming in ahead of expectations.
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
Although it is clear that consumer demand in the U.S. is weakening, buying in other regions remains strong. PCs remain the dominant means of accessing the Internet, and a lot of people out there are still buying PCs to get online.
Loren Loverde
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