IDC: No Reason To Worry About PC Demand
SUNDAY, OCTOBER 22, 2000 3:15 PM
- TechWeb
Oct 22, 2000 (Tech Web - CMP via COMTEX) -- The worldwide market for PCs is quite healthy, thank you, according to the latest numbers from researcher IDC.
Despite recent worries about slowing demand, "the overall market is stable -- the jitters we've seen appear to be isolated and linked to particular vendors and sectors," said Bruce Stephen, group vice president for IDC, Framingham, Mass.
For the third quarter, Dell Computer Corp. (stock: DELL) continued to lead the pack in the U.S. 20.2 percent marketshare in units, followed by Compaq (stock:CPQC) with 16.5 percent, HP (stock: HWP) with 11.3 percent, Gateway (stock: GTW) with 8.6 percent and IBM (stock: IBM) with 5.8 percent. Compaq and HP closed the gap somewhat. For the third quarter last year, their respective marketshares were 15.4 percent and 8.4 percent.
Worldwide, Compaq stayed in front with 13.1 percent market share, followed by Dell at 11.5 percent. HP passed IBM for the third spot, growing to 7.8 percent from 6.6 percent market share for the year-ago period. IBM fell from 8 percent to 7.4 percent market share. Fujitsu Siemens was fifth with 5 percent market share, down from 5.8 percent for the third quarter of 1999.
Of all the vendors, HP showed the hottest hand, turning in a whopping 46.8 percent growth rate from year to year. By contrast, Dell shows 21.9 percent growth, and Compaq 17.5 percent growth. IBM's business actually fell off 19.5 percent, IDC said.
IDC's numbers include branded systems, not OEM sales.
HP has long been thought to be potentially strong in portables and now that is finally true, Stephen said. The company has been very aggressive on the consumer side, Stephen said.
Europe shows a slight weakness in demand for corporate desktops, perhaps in comparison to the huge spending copmanies did there in 1998 and 1999 to get ready for year 2000-issues.
"Europe tends to be a mature market. After companies there upgrade they tend to slow down and use the asset and wait for the next trigger, which is probably Windows 2000," said Stephen. That, he added, is proving to be a slow upgrade.
techweb.com
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