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.
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.
growth
HP could have done better. If you look at their growth in the U.S., it was particularly slow.
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.
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.
couple past rate seen sustained
Over the past couple years we've seen a recovery, but that rate can't be sustained going forward.
general good news strong
The general good news is that it's another strong quarter.
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.
market maybe
Maybe we can't keep up the pace, but the market is healthy.
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.
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.
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.