Charles Smulders
Charles Smulders
consumer demand emerging engines growth major markets mature regions worldwide
Emerging markets and consumer demand in the mature regions were the major growth engines on a worldwide basis.
came emerging expense extent growth however mature mobile offset pc regions steady weak
Mobile growth came to some extent at the expense of desk-based PCs. Emerging regions had steady desk-based PC growth, however it could not offset the very weak desk-based PC growth in the mature regions.
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.
adoption continued demand driven exceeded factors growth home lower market mobile mobility overall pc prices strong third
Strong market growth continued to be driven by lower prices and mobility in the third quarter. These factors sped up new PC adoption and replacement activities. Overall market growth exceeded expectations, with home demand for mobile being particularly strong.
average begin continue expect fall further growth lessen move numbers price pricing remains slow strong system though unit
Around mid-2005 we started to see the growth in the replacements that had increased, begin to slow and it'll continue to lessen as we move further into 2006. We expect the average system price to continue to fall and though Q4 unit numbers aren't strong, there remains strong pricing pressure.
becoming commercial deliver factor forcing growth maintain market overall solid systems types united
In the United States, installed-base saturation is becoming an increasingly significant factor in determining overall commercial market growth rates, ... Saturation is forcing vendors to deliver new types of systems to maintain solid growth rates.
consumer demand desktop emerging engines growth increased major markets mature mobile price quarter regions remains renewed response strong worldwide
In the first quarter of 2006, emerging markets and consumer demand in the mature regions were the major growth engines on a worldwide basis. Mobile demand remains strong worldwide, but in the U.S. desktop consumer market demand increased in response to renewed price competition.
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.
consumer demand desktop increased market mobile price remains renewed response strong
Mobile demand remains strong worldwide, but in the U.S. desktop consumer market demand increased in response to renewed price competition.
account applying biggest companies country failing local markets model nature recipe specific understand
The biggest blunder U.S. companies have made is failing to take into account the nature of local conditions. Failing to understand specific country markets and applying a U.S.-centric model is a recipe for failure.
anytime audiences channel choice continue factor key moving reach retail soon ways
Vendors will continue to look for ways to reach new audiences. The key determining factor on channel choice is profitability. I don't think we will see Dell moving into third-party retail anytime soon for that reason.
believes generation pcs persuade replace small ways
Vendors must find ways to persuade end-users to replace their PCs more frequently, ... Dataquest believes that the new generation of small form-factor PCs will be instrumental in making this happen.
further less likely sales slow
With Vista further out in the future, sales are less likely to slow down now.