Tuesday, October 18, 2005

Tues - Dell fails to outpace the market for PC shipments

Growth in personal computer shipments at Dell, the US computer maker, failed to outpace the broader market by a significant margin for the first time in seven years in the third quarter, according to two big IT research groups.

Although Dell continued to lead the PC industry in worldwide shipments, its shipment growth rate was 17.6 per cent, compared with an average growth rate of 17.2 per cent worldwide, according to Gartner.

It seems as though Dell is now more focussed on profitable growth than on continued market share gains. HP and Acer had another good performance as they grew above trend.

Gartner predicts PC shipments to grow 12.5% in 2005, but less than 9% in 2006, thanks to a weaker macroeconomic environment and PC makers decreasing abilities to offer substantial price cuts. Could there be surprises from Lenovo? I think so.

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