kemble, RE: IBM PC sales down, HWP PC sales down, GTW doing ok, apple doing OK, INTC can't keep up with demand... wonder where that demand is going...
Where do you see HWP sales down?
In the most recent quarter, HWP PC revenue growth was 37%. Not coincidentally, HWP's consumer market share is at an all time high.
Actually, it is possible that INTC cannot keep up with demand because they are having production problems. Sales in the business group responsible for microprocessors hasn't really changed all that much year over year, so it isn't as if demand is exploding.
When you examine the data that way (IBM down and GTW/AAPL up), the conclusion that I draw is that consumer demand is on fire, and corporate demand is merely adequate, although recovering from Y2K at least. This environment hardly favors DELL with their over reliance on the corporate market. |
