Loren Loverde
Loren Loverde
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.
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.
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.
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 almost continuing forecasts growth market reflects regions strong
Market growth ahead of forecasts in almost all regions reflects continuing strong demand.
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.
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.
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.
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.
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.
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.
market maybe
Maybe we can't keep up the pace, but the market is healthy.
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.