Charles Smulders Growth Quotations

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.

Emerging markets and consumer demand in the mature regions were the major growth engines on a worldwide basis.

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.

Notebook computers now offer much of the functionality of desktops, and consumers and businesses alike are spending the extra for the added benefit of mobility. In that sense, mobile growth is coming at the expense of desk-based PCs to some extent.

Around mid-2005 we started to see the growth in the replacements that had increased, begin to slow and it'll continue to lessen as we move further into 2006. We expect the average system price to continue to fall and though Q4 unit numbers aren't strong, there remains strong pricing pressure.

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.

In the first quarter of 2006, emerging markets and consumer demand in the mature regions were the major growth engines on a worldwide basis. Mobile demand remains strong worldwide, but in the U.S. desktop consumer market demand increased in response to renewed price competition.

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.

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,