格式：pdf

语言：英语

简介：CURRENT ENVIRONMENT1
PC sales momentum continues
US volume surges on consumer demand, strength in notebooks
Behind the numbers: PC market share shifts
Server market recovery unfolds
Consolidation continues with Gateway’s eMachines buy
INDUSTRY PROFILE6
Volume growth with intense pricing pressure
PC segment is largest, most competitive
Server market endures ups and downs
INDUSTRY TRENDS 10
Internet boosts IT investments
US PC market perks up after lull
Consolidation likely to continue
Competitive pricing everywhere
Wintel’s role in the upgrade cycle
International markets offer long-term growth
HOW THE INDUSTRY OPERATES 15
Computer form factors
Assemblers, marketers, and manufacturers
Faster, smaller, better
The “white box” market
Distribution: direct, indirect, or both
Seasonal sales can make or break the year
KEY INDUSTRY RATIOS AND STATISTICS 20
HOW TO ANALYZE A COMPUTER HARDWARE COMPANY 22
Comparative analysis is critical
Quantitative analysis: looking at financial statements
Earnings quality
GLOSSARY27
INDUSTRY REFERENCES29
COMPARATIVE COMPANY ANALYSIS