Loren Loverde
Loren Loverde
growth inventory maintained momentum positive responsive unit
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.
cautious continued expected fact following foundation growth impressed longevity market peak people recovery shocks shows solid strength
Following the shocks of 2001 and 2002 many people were impressed with the strength of the market in 2004 but cautious about the foundation and longevity of this growth. The fact that solid double-digit growth has continued through 2005 shows that the market recovery did not peak in 2004 as many expected but is still ongoing.
although buying clear consumer demand dominant means pcs people regions remains
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.
consumers impact release timing whether
The timing of the release will have some impact on when consumers buy, but not so much on whether or not they buy.
both businesses buyers cautious coming consumer continue current demand difference expect growth middle momentum next pc picks point quarter reach recovery rest saw second signs slow spending until year
The momentum we saw coming into the second quarter has all but disappeared as businesses continue to postpone PC investments and consumer spending has slowed, ... Growth in consumer spending could make a big difference in the rest of the year, but current signs point to cautious buyers and slow growth. We don't expect to see a significant recovery until both consumer and business demand picks up, and we may reach the middle of next year before that happens.
tough
Dell has a lot of momentum, and they were tough competitors.
general good news strong
The general good news is that it's another strong quarter.
drivers forecast growth healthy portable primary sustain
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.
affecting although capital consumer cumulative declining impact japanese looks market pc reduced resisted spending strongly
The cumulative impact of a worsening economy, declining capital investments and reduced consumer spending is strongly affecting the Japanese market. Although the Japanese market resisted for a while, it now looks like the PC market in Japan will be flat-to-negative into 2002.
although declined face fuel great growth high interest market position potential puts resilience rising second slightly start third weaker
Although growth has declined slightly from the second and third quarters, the market's resilience in the face of rising interest rates, high fuel prices, a weaker Euro, and other potential inhibitors puts the market in a great position to start 2006.
gateway good line momentum quarter results second shows solid strong
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.