Tuesday, August 28, 2007

Acer buys Gateway to gain third place in PC sales league

The Taiwanese firm Acer is to become the world's third biggest computer company by paying $710m (£352m) for California-based Gateway, creating a combined force selling 20m machines annually.


The deal, announced yesterday, will push Acer ahead of China's Lenovo to put it behind only Hewlett-Packard and Dell among hardware manufacturers. Acer makes computers under a variety of brands. Its purchase of Gateway gives it the right to take control of Packard Bell in France.



Acer is ``wasting its cash bullets'' in an ``overly priced'' takeover of Gateway, Daniel Chang, an analyst at Macquarie Securities wrote in a report today. ``Acer focuses too much on market share and ignores its profitability.''


Chang cut Acer's rating from ``outperform,'' and lowered the company's 12-month share-price estimate to NT$63.50 from NT$80.70.


Acer's second-quarter net income slipped to NT$1.98 billion ($60 million). Acer was expected to post profit of NT$1.95 billion, according to the mean estimate of eight analysts compiled by Bloomberg.



Analysts are divided over what this hurdle could mean for corporate-focused Lenovo's strategy to tackle the U.S. and European consumer PC market.


Some view the loss of Packard Bell as a longer-term blow to Lenovo's global ambitions, which the PC maker has said hinges on being able to grab market share in a consumer market it has little knowledge of.


"Its share price is likely to take a hit in the near term," JP Morgan analyst Charles Guo said on Tuesday.






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