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The Guardian - UK
The Guardian - UK
Technology
Jack Schofield

PC 'sales surge' helps Dell and HP

"PC shipments rose by nearly 10% [to 33.2 million] in the April-to-June period compared with the same three months in 2002, according to research firm Gartner. Rival researcher IDC said Wednesday that shipments were slightly less robust, climbing by 7.6%," reports CNet. "Worldwide, Dell's shipments increased by 28.9%, giving the company a 17.8% share of the market, according to IDC. In the United States, IDC said Dell's shipments surged by 25.6%, compared with 8.1% for the market as a whole, giving it a 31.5% share. HP also posted good results, as worldwide shipments increased by 13.3% compared with the same period a year ago, giving it a 16.2% share of the market, according to IDC."

Comment: HP did well to grow its PC sales faster than the market, and according to HP it's only 500,000 machines behind per quarter. But it's hard to compete with Dell when it can grow sales by almost 30% in what is still basically a flat market. Also, the vast majority of Dell PCs still go into businesses, and I think life is going to get harder for HP/Compaq when Dell turns up the heat on the consumer market outside the US.

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