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.
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.
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.
although buying clear consumer demand dominant means pcs people regions remains
Although it is clear that consumer demand in the U.S. is weakening, buying in other regions remains strong. PCs remain the dominant means of accessing the Internet, and a lot of people out there are still buying PCs to get online.
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.
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.
couple past rate seen sustained
Over the past couple years we've seen a recovery, but that rate can't be sustained going forward.
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.
ahead almost continuing forecasts growth market reflects regions strong
Market growth ahead of forecasts in almost all regions reflects continuing strong demand.
challenge chance fourth quarters
HP's being very competitive. There's a chance they could challenge Dell in the fourth quarter, as they have in fourth quarters before.
growth
HP could have done better. If you look at their growth in the U.S., it was particularly slow.
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.
market maybe
Maybe we can't keep up the pace, but the market is healthy.