I think it may change buying behaviors of people who were willing to wait until the end of the year. They may choose to buy now instead.
More Quotes from Charles Smulders:
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,Charles Smulders
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.
Charles Smulders
This bump in sales in the market is due to PCs that were bought around the Y2K time frame. That's certainly slowing down.
Charles Smulders
The industry is running to stand still.
Charles Smulders
The biggest blunder U.S. companies have made is failing to take into account the nature of local conditions, ... Failing to understand specific country markets and applying a U.S.-centric model is a recipe for failure.
Charles Smulders
Vendors will continue to look for ways to reach new audiences. The key determining factor on channel choice is profitability. I don't think we will see Dell moving into third-party retail anytime soon for that reason.
Charles Smulders
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