Note: The Skinny blog is written by Rick Smith, editor and co-founder of Local Tech Wire and business editor of

MORRISVILLE, N.C. – e-commerce Web site crashed on Cyber Monday for a good reason. Its products are “hotties,” as Lenovo exec Ray Gorman described them, but worldwide not just in the U.S. – and not just for the holidays.

The massive management changes, streamlining and refocusing of Lenovo earlier this year is paying off with impressive gains in global PC shipments, from the analysis firm iSuppli shows.

The world’s No. 4 PC maker shipped nearly 7 million PCs and laptops over the quarter, an impressive surge of 17.2 percent from a year ago. It’s global market share, meanwhile, which has hovered in the 7 percent range, is now up to 8.7 percent.

Last month, Lenovo’s financials reflected the growth with a profitable quarter.

Meanwhile, as (Nasdaq: DELL) continues the year-end shutdown of its huge manufacturing plant in Winston-Salem, the iSuppli report shows a major reason why.

Dell fell to No. 3 in global shipments after a 5.9 percent drop from a year ago and its market share slipped to 12.9 percent/

Taiwan-based Acer is the new No. 2 at 13.4 percent market share after 16.6 percent growth in the quarter.

It’s the first time an Asian-based firm has ranked this high in the global PC market, iSuppli noted.

HP still leads at 19.9 percent market share thanks to 7 percent quarterly growth.

Despite the global recession, total PC shipments increased 1.1 percent from a year ago and were more than 19 percent higher than the second quarter of this year, iSuppli noted.

However, the gains by four of the top five world shareholders (Toshiba is fifth with shipments increasing 9.7 percent) accounted for most of the growth. Shipments of the other major manufacturers were down a collective 7 percent.

Combine Acer with Lenovo, which does most of its business in fast-growing China, and iSuppli pointed out just how powerful Asia is becoming in the PC market.

“Acer’s rise to the No.-2 rank in the global PC business reflects not only its strong performance in the notebook segment, but also the historic rise of Asia as a primary force in the computer industry,” said Matthew Wilkins, principal analyst, compute platforms research, for iSuppli, in a statement.

“The third-quarter performances of Acer and Lenovo are just the latest development in the long-term rise of Asian manufacturers in the global PC market,” Wilkins added. “These companies have made major strides in the PC market in recent years, with Acer rising from the sixth rank in 2003 and Lenovo advancing from the No.-8 position during the same year. The Asian manufacturers are a growing force in the global PC business due to their aggressive pricing along with their ability to quickly react and embrace new developments, such as the netbook PC.”

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