They keep inventory low. They have very responsive systems, and they have maintained their growth momentum for a long time. In fact, over this whole downturn, they've maintained positive unit growth. |
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. |