Mobile demand remains strong worldwide, but in the U.S. desktop consumer market demand increased in response to renewed price competition.

Strong market growth continued to be driven by lower prices and mobility in the third quarter. These factors sped up new PC adoption and replacement activities. Overall market growth exceeded expectations, with home demand for mobile being particularly strong.

Hewlett-Packard significantly narrowed the unit share gap between it and Dell on a worldwide basis compared with a year ago.

Price matters in this market. This is an increasingly price-sensitive consumer.

This bump in sales in the market is due to PCs that were bought around the Y2K time frame. That's certainly slowing down.

We were unable in this price market to find an accretive transaction.