Charles Smulders
Charles Smulders
added alike benefit businesses coming computers consumers expense extra growth mobile notebook offer pcs spending
Notebook computers now offer much of the functionality of desktops, and consumers and businesses alike are spending the extra for the added benefit of mobility. In that sense, mobile growth is coming at the expense of desk-based PCs to some extent.
bought bump certainly due market pcs sales slowing time
This bump in sales in the market is due to PCs that were bought around the Y2K time frame. That's certainly slowing down.
confidence consumer economic economy expect general improve issues situation until
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.
concrete cycles economic effects evidence growth key market mask overall playing role segments shipments unable
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,
came cuts demand due expense extent growth industry large mobile price
The industry did better than expected, due in large part to price cuts by vendors and demand for mobile PCs. Mobile growth came to some extent at the expense of desk-based PCs.