IDC Raises '04 PC Growth View, Trims '05
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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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Worldwide shipments of personal computers grew nearly 12 percent in the third quarter, driven by strong European sales and rising commercial demand, according to IDC, a research company that tracks shipments.    A PC shipments report released Monday by another firm, Gartner, Inc., reported quarterly growth of 9.7 percent, with lower-than-expected U.S...
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Researcher IDC has raised its estimate for the number of PCs that will be sold in 2004, saying it now expects sales of 176.5 million units, the company said Monday.
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(InfoWorld) - A new IDC report on the impact of Windows Vista on the industry claims Microsoft's business partners stand to benefit more financially from the OS than Microsoft itself will in 2007. According to the report on the U.S. economic impact of Vista, for every one U.S. dollar Microsoft makes on Vista in 2007, Microsoft partners that offer software, hardware and services related to Vista will make $18. "If there's a surprising thing to people, it's how extensively a Microsoft piece of software ripples out through the ecosystem," said John Gantz, one of the IDC analysts who wrote the report. "Microsoft, as a software vendor, casts a bigger shadow than its revenues." IDC analysts Al Gillen and Marcel Warmerdam co-wrote the report, released Monday, which was commissioned by Microsoft. The report also said that 35 percent to 45 percent of new PCs that ship to enterprises in 2007 will run Vista. "Some thought [adoption] would move faster," Gantz said. "But to me, that's relatively quick." However, he added that most of the Vista adoption in the enterprise will come from new PCs, not upgrades to enterprise computers that are running an earlier version of Windows. And 2008 will be the year Vista really takes hold in the enterprise, with about 80 percent of PCs being shipped to businesses running the OS, and nearly 40 percent of the enterprise installed base running Vista, Gantz said. According to the report, Vista will be good not only for the wallets of Microsoft partners in 2007, but also for the IT industry in general. The OS should produce more than 100,000 new jobs in 2007, according to the report. IDC said that within the U.S. in 2007, as many as 200,000 IT companies that produce, sell or distribute products or services running on Vista will employ more than 660,000 people. Another 1.15 million will be employed at companies using the OS. And more than 60 percent of the growth in Windows-related employment will be driven by Vista, according to the report.
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Shoppers reached for more digital  cameras in the fourth quarter, taking advantage of holiday  bargains and fueling better-than-expected shipments of the  devices for the full year, according to research firm IDC.
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Growth in commercial PC shipments in the second quarter was the highest in that segment since 1999, the researcher says.
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Makers of PCs will ship 191.4 million units in 2004, a 13.4 percent increase from a year ago, according to research company iSuppli.
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The rapid growth curve for computer shipments in last year's third quarter extended into the year's final months, two technology research firms reported Wednesday.
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The worldwide PC market continued to expand at a healthy pace in the second quarter of 2006, although growth was slower than in recent quarters, according to IDC's Worldwide Quarterly PC Tracker.
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IDC projects that worldwide PC shipments will increase by 16.7% in the fourth quarter of this year, bolstered by the strong laptop sales.
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com September 12, 2004, 9:00 PM PT. With the economy slowly turning up, upgrading hardware has been on businesses radar in the past 12 months as their number two priority.
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Shipments of personal computers this year will be higher than previously anticipated, boosted by demand from businesses, research firm IDC said Monday.
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Worldwide shipments of personal computers grew 13.7 percent in the fourth quarter on strong demand from small- and medium-sized businesses and holiday shoppers, IDC reported Tuesday.
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(InfoWorld) - Enterprises are reaching deeper into their pockets to add data storage capacity to their computer networks, according to an industry report released Friday. Worldwide revenue for external disk storage systems rose to $4.3 billion in the third quarter of 2006, a 9.9 percent increase compared to the same period last year, according to the research firm IDC. This is the 14th consecutive quarter of storage revenue growth, a trend IDC attributes to more companies buying storage because of the demand to save more data, and to existing customers buying larger capacity systems. "There is definitely a bump in the quarter on the systems side," said Brad Nisbet, manager of IDC's Storage Systems Program. Sales growth has been particularly strong for midrange-priced systems while flat for high-end systems, Nisbet said. While the cost per megabyte of storage has continued to decline, the average selling price of systems has continued to rise because enterprises are buying larger and larger capacity storage. The market share rankings of the top storage vendors were unchanged in the latest report. EMCÂ kept the No. 1 spot with a 21.4 percent share on an 18 percent increase in revenue over the year-ago quarter to $927 million. Hewlett-Packard ranked second with a 17.6 percent share on only a modest 1.8 percent revenue increase to $760 million. Third place went to IBM, with a 13.7 percent share. Dell, which sells co-branded Dell/EMC storage, ranked fourth with an 8 percent share, and Hitachi Data SystemsÂ was in fifth place with a 7.9 percent share. The entire disk storage systems market grew 7.9 percent to $6.186 billion. In the overall market, the top five vendors, in order of share, were HP, IBM, EMC, Dell, and Hitachi. Also of note, the market for storage area network (SAN) technology grew 17.3 percent. The SAN market excludes sales of network-attached storage (NAS), in which servers are liked to just one storage appliance. SAN refers to a larger network of multiple storage devices that are grouped together as a single resource. In particular, storage networks linked together with iSCSI (for Internet Small Computer System Interface) connections showed dramatic growth of 108.4 percent over the third quarter of 2005. IDC attributes that growth to the ease of use and low total cost of ownership of iSCSI-based networks compared Fibre Channel-connected storage. The IDC report excludes sales of tape storage technology.ADVERTISEMENTNEW IT SERVICES FROM IBM: EASIER TO BUY AND IMPLEMENTDiscover a simpler, more cost-effective way to get the solutions your company needs to grow more flexible and efficient.
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Hewlett-Packard reported solid financial results for its fiscal first quarter, driven by growth in PCs and enterprise hardware. The results prompted HP to raise its forecast for the year ahead.Revenue for the quarter, which ended Jan. 31, was $28.5 billion, up 13 percent from a year earlier, HP announced Tuesday. Pro forma net income was $2.3 billion, or $0.86 per share, up from $1.8 billion, or $0.65 per share, a year earlier.The figures beat the expectations of financial analysts, who had forecast revenue of $27.6 billion and pro forma earnings per share of $0.81, according to Thomson First Call. The pro forma figure excludes one-time items that slightly inflated the results. Using generally accepted accounting principles, HP&#39;s profit was $2.1 billion, or $0.80 per share.HP&#39;s Personal Systems Group, which produces its laptop and desktop PCs, grew its revenue 24 percent from the same period a year earlier, to $10.8 billion, with unit shipments up 27 percent. Notebook sales climbed fastest, up 37 percent, while desktop sales climbed 15 percent.The division had already been doing well. HP extended its lead over Dell in PC sales last year, according to figures from Gartner. HP ended the year with 18.2 percent of the market, compared with 14.3 percent for Dell. The PC market overall grew 13.4 percent.HP may find it hard to sustain that growth rate, in part because it has to make comparisons with increasingly successful quarters in the year before, CEO Mark Hurd said on a conference call. Still, Hurd said, &quot;when you look at 24 percent growth, I think that&#39;s pretty darned strong.&quot;HP&#39;s imaging and printing group performed slightly less well, with revenue climbing 4 percent to $7.3 billion. Printer unit sales declined by 1 percent from a year earlier, thanks to weakness in the consumer market. Revenue from supplies, which includes HP&#39;s profitable ink business, climbed 6 percent, however.Revenue from the servers and storage group climbed 9 percent to $4.8 billion. Sales of blades and industry-standard servers were strong, while HP&#39;s PA-RISC and Alpha chip businesses continued to shrink. Services revenue climbed 11 percent year-over-year to $4.4 billion, while software sales climbed 11 percent to $666 million, HP said.Hurd said he was pleased with the results overall. He attributed them to successful cost-cutting efforts, the addition of 2,000 new HP sales staff in the past year, and a diverse product portfolio.HP generates an increasing amount of its business overseas, he said. Its biggest market continued to be Europe, the Middle East and Africa, where revenue grew 15 percent to $12.3 billion. Asia-Pacific revenue climbed 22 percent to $4.9 billion. Growth in the Americas was a sluggish 8 percent, generating $11.2 billion.&quot;We generated 69 percent of our revenue outside the U.S., with emerging markets driving significant growth,&quot; Hurd said.The company now expects second-quarter revenue of $27.7 billion to $27.9 billion, and pro forma earnings per share of $0.83 or $0.84. That&#39;s above what analysts polled by Thomson had been estimating: pro forma profit of $0.82 and revenue of $27.4 billion.
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Blog: Better first-quarter shipments of notebooks cause research firm iSuppli to extend the yearly market forecast for PCs.
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The PC market won't grow as fast in 2004 as originally predicted by Gartner Inc. analysts, as concerns about the overall health of the U.S. economy weigh on the market, the market research company said Monday.