Dell expects near 20% growth in shipments to parts of Asia
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Dell Inc. expects shipments of personal computers, notebooks, and servers in Asia excluding China, Japan, and South Korea to grow almost 20 percent in 2007, a company executive said yesterday.
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LODZ, Poland  - U.S. computer maker Dell Inc.   DELL.O said on Monday it would invest 200 million euros   ($254.5 million) in Poland, including a new factory that will   help it battle for market share in fast-growing central Europe.
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Acer has passed Lenovo Group as the world&#39;s third largest PC vendor with its&#160;purchase of Gateway, and now it&#39;s&#160;gunning for U.S. giant Dell.Next year, Acer could take up to a 12 percent share of the global PC market, putting it in the position to challenge Dell, said J.T. Wang, chairman of Acer, at the company&#39;s third-quarter investors&#39; conference in Taipei on Friday.Shipments by Acer have been growing fast this year due in part to a focus on laptop PCs, the hottest segment of the PC market, and the company&#39;s strategy of working closely with distributors.Acer&#39;s shipments grew 58 percent year over year in the third quarter, according to Gartner. The Taiwanese PC vendor accounted for 8.1 percent of global PC shipments during the quarter, compared to its 5.9 percent share during the same time last year. The figures do not include Gateway, which&#160;Acer bought&#160;for $710 million last week.Dell&#39;s unit shipments grew 3.5 percent during the quarter, but it still lost market share compared to last year, finishing in second place at 14.4 percent compared to 15.9 percent.Hewlett-Packard kept its title of the world&#39;s biggest PC vendor by shipments during the quarter with an 18.8 percent share, compared to a 16.1 percent share a year earlier. Lenovo, the fourth place vendor, took an 8 percent share, compared to 7.5 percent last year. Market researcher IDC puts&#160;Lenovo ahead of Acer&#160;according to its third-quarter PC shipment figures.&quot;We believe we can maintain strong growth momentum through 2008,&quot; said Wang.Acer forecasts it will still grow by a double-digit figure next year, and faster than the global PC industry. Executives also said the fourth quarter of this year looks to be a good quarter, with no indication of a decrease in demand for PCs.&quot;We have not seen any slowdown. Demand is still quite good,&quot; said Gianfranco Lanci, president of Acer. He forecast unit shipments to grow 10 percent to 20 percent over the third quarter. The company did not say how many PCs it sold in the third quarter, but Gartner puts the figure at nearly 5.55 million units.In the fourth quarter, Acer will also start adding Gateway shipments to its figures, which will add to its market share.Gateway sold only 865,000 PCs in its biggest market, the U.S., during the third quarter, down from 1.01 million the same time last year, according to Gartner. Lanci believes a stronger laptop PC lineup will boost Gateway&#39;s market share figures in the U.S. going forward because the mobile PC is the hottest segment in the industry. New Gateway laptops could be out as early as the first quarter of next year.And Dell isn&#39;t sitting still. Efforts to turn around its business finally paid off this quarter when its worldwide unit shipments rose for the first time in four quarters. It&#39;s a huge company with a lot of resources and could still turn itself around. Acer&#39;s executives said size was becoming ever more important in the global battle for PC market share because bigger companies can force suppliers to cut their prices. That means Dell, as the second biggest PC maker, is still in a strong position.REFERENCES:Wall Street Beat: Acer masters the Art of War, Aug. 31, 2007Acer completes Gateway acquisition, Oct. 17, 2007Acer to acquire Gateway for $710 million, Aug. 27, 2007Gateway brand to expand after Acer purchase, Aug. 27, 2007
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Worldwide shipments of personal computers rose strongly in the second quarter due to growing demand in Asia and unexpected strength in the U.S., two research companies reported Wednesday.
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Dell&#39;s retail strategy to distribute PCs is starting to show results, helping extend its lead over Hewlett-Packard as the largest U.S. PC vendor in the fourth quarter of 2007, according to figures from analyst firms Gartner and IDC.However,&#160;HP remained the world&#39;s largest PC dealer, topping Dell, Acer, and Lenovo, according to figures from both firms.Dell shipped 5.5 million units in the U.S., a 15.2 percent year-over-year increase and a 29.6 percent market share, according to IDC. HP, in second place, shipped 4.5 million units, a 9.8 percent year-over-year increase and a 24.3 percent market share. Acer, in third place, showed tremendous growth in the U.S., with shipments increasing 294.2 percent to 1.5 million units. Apple&#39;s shipments grew 30.9 percent to 1.06 million, a 5.7 percent market share. Toshiba was in fifth place, IDC said.Gartner reported that Dell shipped 5.35 million units, with a 31.4 percent market share during the fourth quarter, compared to the 29.3 percent market share it had last year. HP shipped 4.4 million units, with market share growing to 26.1 percent from 25.5 percent last year. Acer and Apple were in third and fourth places, respectively.Dell&#39;s switch from a direct sales model to&#160;selling PCs through retailers like Best Buy&#160;and&#160;Wal-Mart&#160;is paying off and has helped the company improve shipments, said David Daoud, an analyst with IDC. &quot;They&#39;re coming out of nowhere to everywhere,&quot; Daoud said.However, Dell is trying to catch up internationally with HP, which is investing more in distribution channels and understands business behavior in emerging markets better, Daoud said.According to IDC, HP shipped 14.7 million units worldwide, a 23.3 percent year-over-year growth and a 19 percent market share. Dell was in second place, shipping 11.3 million units with a 14.6 global market share, a 17.1 percent rise from the previous year. Acer saw a sharp rise, with shipments growing 60.3 percent year-over-year to 7.4 million. Lenovo came in fourth, shipping 5.8 million units, a 22.3 percent year-over-year increase. Toshiba was in fifth place.The&#160;acquisitions of Packard Bell and Gateway&#160;last year helped boost Acer&#39;s shipment volumes globally, though the companies have not yet fully contributed. &quot;Given the acquisitions are relatively recent, it will takes years or more to see tangible results,&quot; Daoud said.Acer&#39;s acquisitions have taken a bite out of Lenovo, which saw slower growth in the global market and is struggling to retain its core audience of business users, Daoud said. With the launch of the IdeaPad notebook, Lenovo is trying to expand to the mass consumer market, which has alienated its traditional business users. Lenovo needs to reassert its commitment to business customers, Daoud said.Lenovo also needs to acquire PC vendors if it wants to expand the way Acer did, although there are not many major PC vendors left for it to acquire, Daoud said.The surveys include shipments of desktops, notebooks, and ultraportable notebooks with up to 7-inch screens.
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LaSalle Investment Management is raising investment in Asia over the next three to four years to up to $20 billion as investor appetite for the region grows despite a credit squeeze, an executive said on Friday.
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Dell Inc.  comfortably  beat analysts' estimates for quarterly earnings on Tuesday as  it sold more laptops and increased sales in China and Europe,  sending its shares nearly 10 percent higher.
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Dell Inc. shares may rise after Chief Executive Officer Kevin Rollins said demand for computers and printers is ``quite healthy,&#39;&#39; keeping the company ahead of schedule on a plan to reach $60 billion in sales by 2007.
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Dell Inc., the largest personal-computer maker, has reported third-quarter profit jumped 25 percent as US business customers boosted spending on PCs and demand from foreign
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Analysts at IDC say the market could grow from the 12.5 million units shipped last year, predicting a compound growth rate of 20 per cent each year.
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CALGARY, Alberta  - Boeing Co. BA.N said on   Wednesday that world air cargo growth is expected to expand at   an average annual rate of 6.1 percent during the next two   decades, with markets linked to Asia leading the way.
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The company behind the weekly "Top 20" seeks overseas expansion.
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Shipments of personal computers  this year will be higher than previously anticipated, boosted  by the strongest demand from businesses in five years, research  firm IDC said on Monday.
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Dell CEO Michael Dell hinted Monday that his company could be shopping for more acquisition targets, and that they could be larger than the companies it has acquired to date.Speaking in Tokyo at a news conference, Dell made the comments after giving his views on a recent run of acquisitions in the PC market, such as the&#160;purchase of Gateway by Taiwan&#39;s Acer.&quot;I think the pace of consolidation will increase,&quot; he said. &quot;It think that it favors the larger companies, particularly as the growth is skewed towards emerging countries. In the last two years Dell has acquired five companies, two related to the consumer business, one related to software, and two related to services. These have all been relatively small companies but I would not be surprised if the nature and pace of acquisitions increases somewhat.&quot;He added that his company had looked at Gateway when it was available but decided against purchasing the company.Dell was in Tokyo to launch the company&#39;s &quot;simplify IT&quot; program. It aims to cut corporate IT management costs, thus freeing up spending for use on new computers and servers. He estimated that 70 percent of IT spending at Japanese companies over the next year will be related to maintenance of old systems and management and only 30 percent on new hardware.&quot;We need to flip that 70/30,&quot; he said.On the consumer side of Dell&#39;s business the company has recently begun&#160;offering PCs through retailers&#160;-- a break with its successful direct sales model. With a handful of retailers already selling its systems, Dell said more are on the way.&quot;The first steps that we have taken with the partners mentioned earlier are really just that, first steps,&quot; he said. &quot;So I think you can expect over the next several quarters or year or two, that in all major countries around the world like Japan, Korea, China, India, U.S., France, U.K., Russia, etc., you would see Dell having a small number of key partnerships which allow consumers to purchase Dell products at retail. It&#39;s really about making our products available in more places.&quot;&quot;I believe we can grow the direct business both on telephone and online and I believe we can grow a channel, a partner business. And we are also working very hard to extend the capabilities that Dell has to our channel partners,&quot; he said.Looking ahead, Dell promised new x86-architecture based products during his speech at Oracle Open World on Nov. 14. The products, which he didn&#39;t detail, will have &quot;breakthrough performance and power capability relative to others in the industry.
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Growing demand for resources in Asia is being served by a group of big Western companies.
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Dell Inc., the world's second-largest computer maker, said on Thursday it will soon start selling its laptops and desktops at Asian retail chains and stores.
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SEPTEMBER 13, 2004  - Dell Inc. is pushing ahead with plans to open a series of IT support hubs worldwide in an effort to improve its ability to serve customers, especially corporate users.