Loren Loverde
Loren Loverde
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.
certainly good results sign
It's a good question. Their results are certainly a sign that we should be cautious.
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.
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.
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.
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.
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.
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.
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.