This is a good first step. Gateway had solid year-on-year growth, ... Having strong results in the second quarter shows they are getting things in line and that they could have momentum in the second half. |
Those underlying factors will preserve long-term growth. |
We continue to see remarkable growth in the PC market and relative independence from broader economic trends. |
We don't expect a rapid turnaround, but the seeds of recovery are being sown. |
[HP has gotten a boost from newly acquired Compaq, which has had a strong foothold in those areas for years and has maintained a strong local presence in many countries.] HP is more established and has more distribution networks, ... Dell has been in the market less time, and they're focusing on core markets: U.K., Germany, and France. It's working fairly well for them. |