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Monday, November 06, 2006

Lenovo Makes Life Tough For Dell And HP In China

Stocks: (HPQ)(DELL)

Lenovo is not doing so well outside China. But inside the world's second largest PC market, they have a full one-third of the market share.

Across all of Asia, excluding Japan, Lenovo now has a 21% share. HP trails with under 13% and Dell has 9%.

As the growth rate for PCs in the US slows, the big American-based PC makers have to look at the fastest growing markets to make up the slack. If Lenovo has anything to say about it, that may be hard.

Lenovo is trying to expand into the US, and has not had significant success even though it owns the former IBM PC business and has access to use of that brand.

But, with a tough sell for all PCs in the US, Lenovo may be better off defending its lead in Asia and letting the US companies bleed one another in their home market.

Douglas A. McIntyre can be reached at He does not own securities in companies that he writes about.

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