The sub zero is now 36 % of sales to consumers up from about 8% at the begenning of the year.
Consummers are 30% of PC Units, I think that is about 80 Million or so.
That means that roughly 7 million sub zero PC's
PC growth is up 15% to 80 million from 68 or 12 million units.
7 million units in the sub zero which is the fastest growing segment of the PC market.
12-7=5
Which one could imply that without Sub Zero, growth would be 7%.
We know there is no posible way that that could ever happen in a market the grows like PC's
That means that some people are buying sub zeros instead of higher cost machines.
It also means that some are buying PC's that would not have bought at all.
So Who is loosing sales high end sales to the sub zero market if dell is not.
Is dell inpervious to this because of their business model ?
Jim
How is that for generalizing.
I do not know everything about these comapnies.
I am in the Investment business. All I care about is how the investment comunity will react to the events to come.
Knowing all the nitty gritty details did not help the WDC share holders. Nore the TXN,MOT,MU,NVLS,etc
I thought WDC was a short in may, shorted @ 30, 45, and 50(nice even number)
After some pain And arguements like this one, I covered at 20. Average cost 37, That is a pritty nice return.
even though it took a while.
My generalizations may seem a little far fetched, But I thought the disk drive deal was cristle clear Just like DELL.
Jim again |
