Table: Merger Windfall
The HP-Compaq combo would get 70% of the home-PC market. Since the Sept. 4 merger announcement, U.S. retailers have sought alternative brands. Here's who could benefit:
It is carving out ground in high-end home PCs with its VAIO models. Sony's market share in revenues rose from 18% in August to 22.8% in December.
The onetime king of the sub-$1,000 PC was near death last year. Now, as the biggest supplier of inexpensive models, its shelf space has jumped from 10.1% in August to 13.8% in February.
The retailer introduced its own vpr Matrix line of PCs in January. Retailer-branded PCs have bombed in the past. But these models, priced below the leading brand names, are selling well so far.
Data: NPD Group Inc. and ARS Inc.