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US Personal Computer Industry

US Personal Computer Industry. Presented by : Leslie Ling Philip Lam Winnie Liu. PC Industry Development. 1975 : Humble beginning as hobby computer kits in the spring of 1975 1990’s Tech boom.

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US Personal Computer Industry

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  1. US Personal Computer Industry Presented by : Leslie Ling Philip Lam Winnie Liu

  2. PC Industry Development 1975 : Humble beginning as hobby computer kits in the spring of 1975 1990’s Tech boom

  3. AMEX Computer Hardware Index (INDEX)  2002-2004

  4. 5 Year Comparison between NASDAQ and NASDAQ Computer Index

  5. 1 Year Comparison between NASDAQ and NASDAQ Computer Index

  6. S&P500 vs. Computer Industry

  7. PC Market Segments ( by products)

  8. PC Market Segments (by regions)

  9. U.S. and Worldwide PCs-in-Use and PC Sales Per 1,000 People

  10. World wide PC Vendor Market Share

  11. US PC Vendor Market Share

  12. U.S. and Worldwide PC Market Growth

  13. U.S. and Worldwide PC Market Growth

  14. Business Models • Big Box Stores vs. J.I.T. delivery • Continuous Innovation • Cost Leadership • Differentiation • Own Brand Retail stores • Consulting • Stripped Service – White Boxes

  15. Business Models • Big Box Stores vs. J.I.T. delivery • Low-cost Leader • Product Differentiation • Continuous Innovation • Own Brand Retail stores • White Boxes Competition

  16. PC Life Cycle • Customers demand convenience and value for their money • The need for speed has been diminished • (Ebay)-market for second-handed machine • Replacement cycle changed from every 2-3 years to every 5 years • Machines are upgradeable

  17. Key Success Factors • Innovation – R&D “TABLET PC” • Product differentiation • Branding • Competitive pricing • Constantly reexamine the way to do business • After sales service • Extensive product and service lines

  18. Future Consideration - Threats • Commodity like market • Products differ very little • Constant downward price pressure • Death of the PC • Longer replacement cycle

  19. Future Consideration - Trends • Branching out into ancillary services – IBM • Global expansion • Acquisitions and mergers • Switch to Linux • Cheap and open source operating software • Look for smaller, cheaper and more task-specific pieces • Demand for wireless products

  20. International Business Machines

  21. Mission Statement “At IBM, we strive to lead in the creation, development and manufacture of the industry's most advanced information technologies, including computer systems, software, networking systems, storage devices and microelectronics. We translate these advanced technologies into value for our customers through our professional solutions and services businesses worldwide.”

  22. Company History • IBM was incorporated in the state of New York on June 15, 1911 as the Computing-Tabulating- Recording Company (C-T-R) • C-T-R's name was formally changed to International Business Machines Corporation (IBM) on February 14, 1924 • 1944- Automatic Sequence Controlled Calculator • 1950s- IBM 701, IBM 650 Magnetic Drum Calculator, FORTRAN • 1960s- System/360, Customer Information Control System (CICS) • 1971- Floppy Disk

  23. Management Team Samuel Palmisano- Chairman of the Board, President, CEO; 31 years at IBM • Nicholas M. Donofrio- Senior VP, Technology & Manufacturing; 37 years at IBM • Doug T. Elix- Senior Vice President & Group Executive, Sales and Distribution; 35 years at IBM • Mark Loughridge- Chief Financial Officer, Senior VP; 27 years at IBM • Edward Lineen- Senior VP, General Counsel; 34 years at IBM • Abby Kohnstamm- Senior VP, Marketing; 11 years at IBM • J. Randall MacDonald- Senior VP, Human Resources; 4 years at IBM

  24. Products • Hardware: Servers, storage, personal systems, printing systems • Software: DBS (Information Management), Lotus, Tivoli, WebSphere • Services: Comprehensive IT services • Finances: leading provider of financing and asset management services to companies selling or acquiring IT related products and services • Research: Develop, market and deliver leading chip technologies and services

  25. New Strategies • Continual Innovation of IBM • Growth-driven • Reduce presence in retail PCs, application software, hard disk-drives… etc. • On-demand business strategy • Creating new leadership instead of defending existing ones • Supply Chain Improvement • Business Transformation Outsourcing • Acquisitions • Growth in Emerging Countries

  26. Revenue by Business Segment

  27. Revenue by Areas

  28. Stock Summary

  29. 1-Year Price Trend

  30. 1-Year Comparison with DJ Computer Index

  31. 5-Year Price Trend

  32. 5-Year Comparison with DJ Computer Index

  33. Balance Sheet

  34. Income Statement

  35. Cash Flow Statement

  36. Revenue (5-Year)

  37. Net Income (5-Year)

  38. EPS (10-Year Trend)

  39. ROE & ROA (10-Year Trend)

  40. Pricing Ratios (10-Year)

  41. Profit Margin (10-Year)

  42. First 3 Quarters of 2004 • Comparing to 2003: • Revenue increased by 9% • Pretax income increased by 10% • Diluted EPS increased by 13%

  43. Growth Comparison

  44. Price Comparison

  45. Profitability Comparison

  46. Financial Condition Comparison

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