Sunday, January 15, 2012

US stock comment: PC anabiosises of short duration and Dai Er have nothing to do

  MarketWatch is written now civil say, to Dai Er, be afraid investor still needs to take out more patience.



This year the 3rd quarter, personal computer sale status had had the whole world to change apparently. Then, when Dai Er (DELL) releases money to announce the correct time last week, people can think very naturally, they achieve what exceed wall street even completely possibly to anticipate.



However things go contrary to one's wishes, dai Er last week 5 release money to announce the correct time, people just discovers Dai Er makes them disappointed, this company still is in apparently share of market of prediction of a person's luck in a given year. Then, this price was accused namely that day glide nearly 10% . As to the respect that wear Er, their view is, oneself business client expression still fares badly, this lets them be in of this consumer dominant anabiosis in the center be in an adverse position.



norton internet antivirusMagendatong analyst Moscow Wei Ci (a Mark Moskowitz) research in Zhou Wu is written among the report, "We feel, when the apple (AAPL) and HP (the market share of HPQ) is when growth, dai Er is sufferring a loss, because they and business market are associated,this also is more close greatly cause. Because they and business market are associated,this also is more close greatly cause..



Muscovite Wei Ci introduces, company of this heart state has the battalion of about 80% to close to come from business client. "Among 2009, what purchase a respect to behave the flexibility that favorable balance of trade expects in IT is consumer, is not an enterprise -- although this flexibility basically is,reflect the product field in low case. is not an enterpris the most popular selling dog stairs e -- although this flexibility basically is,reflect the product field in low case..



When Gartner Inc. In October a period of ten days releases data of share of personal computer market when, this one trend has been reflected very clearly. Their data shows, the grand Qi of Taiwan is a sale growth rate is the rapiddest among firm of before alive bound 5 large computer. A year of the 3rd quarter before, dai Er or whole world the 2nd player. Now, the shipment volume of grand Qi is jumped rose 23.6% , and the mainest impetus is low price personal computer, include to get online this inside, and just of this one domain is to wear Er to often want evasive.



Beauti most popular selling dvd discovery ful banner analyst increases heart offer (Richard Gardner) expresses, between season of the 3rd money, integral battalion of Dai Er closes glided 15% , this gives them in the report on certain level " the consumer jotter in low profit margin, low price (if get online this) pull out further on the market " . Current, competition just is launching price war each, and memory and LCD price are rising however in, dai Er is not willing to be in such becoming apparently this plants an overmuch be involved in to compete bitterly.



Because this is planted dedicated the tide at low product, market of integral personal computer still is in actually feeling deep anguish. HP week released money to declare, the amount of shipment of integral personal computer that shows this company rose 8% , however meanwhile, the run of individual system branch of this company closed to glide however 12% , th the best selling dog crates largeis is low end the good work that the product does. Meanwhile, integral unit shipment of Dai Er is measured relatively the corresponding period glided last year 5% .



   dearfoam slipperWindows 7 cannot depend on



On th dog stairs for car e outstanding achievement news briefing last week, michael Er - Dai Er (Michael Dell) emphasized them seeing a hope, the personal computer that is numerous ageing then is waiting to upgrade, people will collect Microsoft of in order to (the new facility of armed of Windows 7 operating system with newest MSFT) .



However actually, place everything in Windows 7 upgrading is a kind of breakneck practice over cycle. Muscovite Wei Ci is studying the earth's surface of call a spade a spade is shown among the report, "We are large-scale to the enterprise of alleged next year personal computer still supports distrustful attitude newlier. "We are large-scale to the enterprise of alleged next year personal computer still supports distrustful attitude newlier..



Now, economy really already briefly looked up, last quarters, first time of gross domestic product appeared to grow, the declining tendency that before was being turned round 4 quarters glide continuously. The problem depends on, this kind of small get warm again after a cold spell still is propped up actually by consumer, this also is old car changes the government such as cash stimulative step place is granted.



As to the enterprise, to massive spending, upgrade oneself computer system, remain one group doubt actually. Last week the warning a dog stairs best buy bout double bottom, it is to let the administrative layer of a lot of enterprises feel dog crates large breed nervous more, they are willing impossibly of course to be in such becoming the mouth undertakes large-scale science and technology is purchased.



In fact, a lot of enterprises have now thousands of table machine and jotter sleep deeply are among storeroom, those equipment in those days master now already by them dissolve. Wanting these facility only still is goodish, these equipment can con dvd discovery sider of course above all when they encounter newer requirement, it is only after all these, they just can think of beautiful money goes buying new facility and software.



Actually, even if is Gartner, they also do not think Windows 7 will provide how big impetus, they think, this round circumstance cannot upgrade completely with the christmas software in the past cycle places on a par, in business market especially such.



"New operating system can not become dog stairs and ramps the impetus of personal computer market actually. " Gartner analyst boreal plain (Mikako Kitagawa) points out, "Just, because anticipate medium economy anabiosises, and what hardware updates cycle is protracted, the time that Windows 7 rolls out is advantageous to this industry really just. " she still complements, windows 7 should cover business market on real significance, be afraid also want at least when next year later on.



Because of this, if wear Er to keep careful from beginning to end, place oneself of this round of low profit margin, of consumer dominant anabiosis besides, investor mus dog stairs t continue to maintain enough patience, they need probably to await very long time.



(Article author: Therese Poletti)

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