The industry did better than expected, due in large part to price cuts by vendors and demand for mobile PCs. Mobile growth came to some extent at the expense of desk-based PCs.

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.

The biggest blunder U.S. companies have made is failing to take into account the nature of local conditions, ... Failing to understand specific country markets and applying a U.S.-centric model is a recipe for failure.

The biggest blunder U.S. companies have made is failing to take into account the nature of local conditions. Failing to understand specific country markets and applying a U.S.-centric model is a recipe for failure.

The economy is compounding saturation issues in the installed base, ... So I think until we see consumer confidence improve and the general economic situation improve, then we should not expect the upturn.

Mobile growth came to some extent at the expense of desk-based PCs. Emerging regions had steady desk-based PC growth, however it could not offset the very weak desk-based PC growth in the mature regions.