Charles Smulders Facto Quotations

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.

In the United States, installed-base saturation is becoming an increasingly significant factor in determining overall commercial market growth rates, ... Saturation is forcing vendors to deliver new types of systems to maintain solid growth rates.

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.