By Ezra | WRAL TechWire
By Ezra

By Ezra


Posts by By Ezra


PC vendors kiss their ASPs – average selling prices – goodbye

Editor’s note: Ezra Gottheil is an analyst with Technology Business Research. HAMPTON, N.H. – Plummeting average selling prices have caused far more damage to PC vendors’ revenues in the fourth quarter of 2008 than declines in unit volume. Combined, HP, Dell, Lenovo and Apple’s unit sales decreased only 5 percent year to year; however, their collective average selling price, or ASP, dropped 13 percent, causing an 18 percent decline in PC revenues. ASPs have been declining over the long term, but the fall-off became steeper in 2008 and the bottom dropped out in 4Q08. believes the decrease in ASPs...

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What next for Lenovo? Look for focus on efficiency

Editor’s note: Ezra Gottheil is an analyst with Technology Business Research in Hampton, N.H. He follows Lenovo. This article was written before Lenovo’s negotiations to buy Brazil-based PC maker Positivo broke off. Last month, TBR concluded Lenovo was more vulnerable than some of its competitors due to the global economic slowdown. HAMPTON, N.H. – The global economic slowdown has negatively affected Lenovo for the past two quarters, driving down margins and revenue growth. TBR believes Lenovo will be challenged to maintain profitability for the next three quarters and will probably suffer decreases in revenue. As a result of these...

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Apple developing inexpensive a counter to ‘netbooks’

Editor’s note: Ezra Gottheil is an analyst with Computer Business Quarterly, Software Business Quarterly and Technology Business Research. This strategy note is reprinted with permission. HAMPTON, N.H. – TBR believes Apple will announce an inexpensive mobile device that will make web access and computing easier and safer. This device, which will be a closed system similar to the iPhone as opposed to a less expensive Mac, will leverage Apple’s unique strengths in design, software and online delivery systems, challenge “netbooks” and fit the needs of a recessionary market. By controlling the software that can be loaded and the hardware...

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