"In this environment you have a replacement cycle and a few growth themes, " he says.
Upgrades are expected by investors and are adopted by consumers as part of a replacement cycle.
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Corning CFO Jim Flaws says the glass maker expects to see an acceleration in the TV replacement cycle.
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The corporate IT replacement cycle will also drive PC market growth this year.
First the markets are growing, and second, there is a replacement cycle.
The upgrade and replacement cycle will usher in all sorts of changes, and cloud computing will be the foundation for all of them.
As such, we believe that the industry stands at the beginning of a multiyear e-commerce, marketing, sales, service, and call center replacement cycle.
The average replacement cycle may be 6 years instead of 4 years in the home and 4 years instead of 3 years at work.
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What Jackson and AutoNation did was understand better than their competitors the root drivers of car demand: cheap financing and a short replacement cycle.
Talk to people who make PC components about the prospects for the second half, and they are jazzed about the potential for a huge PC-replacement cycle.
This assumption was based on the stable underpinnings of auto demand--cheap financing by car companies (and by home equity loans) and a customary replacement cycle of three years.
While the BB10 may help spur a replacement cycle inside of the existing user base, the real question is whether or not it can get iPhone and Android users to switch.
If Las Vegas and Atlantic City recover in the U.S., then a new replacement cycle (including the Indian casinos) should boost domestic revenues while new casinos and expansion in Macau and Asia boosts overseas sales.
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Opting to procure a less capable medium-lift replacement that is more manpower intensive, and which is projected to have greater life cycle costs, is neither operationally or fiscally responsible.
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