Mobile demand remains strong worldwide, but in the U.S. desktop consumer market demand increased in response to renewed price competition.
This bump in sales in the market is due to PCs that were bought around the Y2K time frame. That's certainly slowing down.
Strong market growth continued to be driven by lower prices and mobility in the third quarter. These factors sped up new PC adoption and replacement activities. Overall market growth exceeded expectations, with home demand for mobile being particularly strong.
In the United States, installed-base saturation is becoming an increasingly significant factor in determining overall commercial market growth rates, ... Saturation is forcing vendors to deliver new types of systems to maintain solid growth rates.
The downturn in growth is concrete evidence that saturation in key segments is playing an increasingly important role in overall market growth, with new shipments unable to mask the effects of economic cycles on replacement buying,