We continue to see remarkable growth in the PC market and relative independence from broader economic trends.
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
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
Over the past couple years we've seen a recovery, but that rate can't be sustained going forward.
Loren Loverde
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.
Loren Loverde
The global PC market is made up of many geographic, customer and product markets, many of which continue to show strong market growth.
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
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