Loren Loverde
Loren Loverde
ahead almost continuing forecasts growth market reflects regions strong
Market growth ahead of forecasts in almost all regions reflects continuing strong demand.
market maybe
Maybe we can't keep up the pace, but the market is healthy.
cause certainly consumers delay expect fourth loss moderate pc purchases quarter shift until volume
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.
affected asia business consumer emerging europe mature regions
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.
couple past rate seen sustained
Over the past couple years we've seen a recovery, but that rate can't be sustained going forward.
concerns consumers cycle demanding economic faster market millennium oil outside stock upgrade windows within
Outside of the industry, there is the stock market decline, concerns about economic trends, oil prices, and the presidential election. Within the industry, consumers are not yet in the upgrade cycle for Windows Millennium Edition, and there aren't really applications demanding faster processors and upgrades.
diligently growth hard improve outlook pc persist states stimulate united
Hard times persist in the PC market, but vendors are working diligently to stimulate growth and the outlook has started to improve in the United States and Europe.
challenge chance fourth quarters
HP's being very competitive. There's a chance they could challenge Dell in the fourth quarter, as they have in fourth quarters before.
growth
HP could have done better. If you look at their growth in the U.S., it was particularly slow.
believe direction growth healthier market months moving remains three
Growth remains limited, but at least the market is moving in the right direction again. We believe the market is a lot healthier than it was three months ago, as inventories have come down and expectations for growth are more realistic.
ahead coming concern consumer demand despite fourth market quarter regions remained strong
Despite market concern for consumer spending, fourth quarter demand remained strong with most regions coming in ahead of expectations.
add adjusted complexity delay dramatic effect efforts fit impact instead larger marketing microsoft pc release
Instead of a dramatic effect on PC shipment volume, the delay will probably have a larger impact on PC vendor and Microsoft marketing efforts that will need to be adjusted to fit the release schedule. That will add complexity and cost.
adoption affecting critical economic environment factor pc responding seeing users
Currently, the economic environment is not the critical factor affecting PC adoption cycles. What we're seeing now is a combination of PC replacements and new users responding to low-price milestones.
certainly good results sign
It's a good question. Their results are certainly a sign that we should be cautious.