Loren Loverde
Loren Loverde
market maybe
Maybe we can't keep up the pace, but the market is healthy.
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.
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.
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.
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.
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.
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.
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.
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.
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.