“Dell has a lot of momentum, and they were tough competitors.”
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“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, theyve maintained positive unit growth.”
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“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 dont 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.”
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“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.”
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“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.”
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“We dont expect a rapid turnaround, but the seeds of recovery are being sown.”
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“Dell has a very competitive model,”
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“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.”
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“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.”
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“Currently, the economic environment is not the critical factor affecting PC adoption cycles. What were seeing now is a combination of PC replacements and new users responding to low-price milestones.”
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