A lot of national and regional builders are in the market, and all are trying to gain market share quickly. To do that, they are building units quickly and keeping prices down. It's volume and a competitive price.

I think it reflects an aggressive positioning of the major national builders to capture market share. What they are doing is throwing a lot of product out in the market and hoping that the sales will match the starts.

We said that our goal in the quarter would be to maintain, and if possible, to gain some market share,

They are going to gain market share but would have gained even more if they had lowered their price points. They're adding things that people want that other PCs aren't adding. That is going to be a catalyst for people to switch over.

I am upbeat about the Yuanmeng series, because it helps Lenovo gain more market share and hence lets Lenovo enjoy economies of scale.

When you improve your product so it does the customer's job better, then you gain market share.