Strong market growth continued to be driven by lower prices and mobility in the third quarter. These factors sped up new PC adoption and replacement activities. Overall market growth exceeded expectations, with home demand for mobile being particularly strong.
More Quotes from Charles Smulders:
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.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
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.
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
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
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
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