This is a good first step. Gateway had solid year-on-year growth, ... Having strong results in the second quarter shows they are getting things in line and that they could have momentum in the second half.
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
Those underlying factors will preserve long-term growth.
Loren Loverde
Over the past couple years we've seen a recovery, but that rate can't be sustained going forward.
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
More mature regions like the U.S. and Europe were significantly affected by consumer conservatism and a softening business segment, while Asia and other emerging regions were more robust.
Loren Loverde
It's a good question. Their results are certainly a sign that we should be cautious.
Loren Loverde
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