Charles Smulders
Charles Smulders
confidence consumer economic economy expect general improve issues situation until
The economy is compounding saturation issues in the installed base, ... So I think until we see consumer confidence improve and the general economic situation improve, then we should not expect the upturn.
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,
continues difficult economic expect until
It continues to be a very difficult market, and until we see an economic upturn, we should continue to expect that to be the case.
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.
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.