The surprising performance of Intel (NASDAQ:INTC) in the last quarter generated questions as to the reliability of projections tablets will eat deeply into PC sales going forward.
UBS (NYSE:UBS) analyst Uche Orji concluded that “more than 50% of PC sales are now from emerging markets, making it inherently more difficult to track; desktops are performing better than expected, and with 1/3 of PCs in emerging markets built by white box makers, market data estimates don’t capture it all; ASPs were better than expected as Sandy Bridge drove a richer mix; Foxconn, Pegatron and Samsung are tracking better than the reporting Taiwanese ODMs we track.”
Numerous analysts weighed in on the story, and all of them had their own bullish or bearish takes; in many cases directly contradicting the arguments of their counterparts.
Normally that means the market is clueless as to what is the state of a particular situation, and it'll only be revealed over time.
The tablet, PC story has yet to play out as to its actual effects on Intel and other companies.
Intel was trading at $21.15, gaining $1.29, or 6.50 percent, as of 1:45 PM EDT.
Showing posts with label PC Sales. Show all posts
Showing posts with label PC Sales. Show all posts
Wednesday, April 20, 2011
Wednesday, February 16, 2011
PC Mall (MALL), Dell (DELL), HP (HPQ) Show PC Sales Still Humming
The announcement by industry commentators that the PC is basically dead and going the way of the dinosaurs is extremely premature, and not true, as recent quarterly results from PC Mall (NASDAQ:MALL), Dell (NASDAQ:DELL) and HP (NYSE:HPQ) confirm.
Hot markets like tablets and smartphones were cited as the reason PCs are now dying, but anyone who has to produce content knows that's not the case, and if the PC ever really does die, the new devices will have to be improved vastly to make that a reality.
It could happen, but it'll be years before it does, if ever.
For the most part, the newest, hot devices are content viewers not content creators. The market for them will skyrocket for those wanting to consume content on the go, but desktops and laptops will continue to be the screen of choice for those needing to do real work.
PC sales will continue to grow, but it will be at a slower pace, especially with those who were only using them for viewing content. In that regard, those markets have no reason to have a desktop or laptop.
For now, tablets sales will continue to expand, but as a ancillary screen for now, as far as those who need to do work on their computers.
Hot markets like tablets and smartphones were cited as the reason PCs are now dying, but anyone who has to produce content knows that's not the case, and if the PC ever really does die, the new devices will have to be improved vastly to make that a reality.
It could happen, but it'll be years before it does, if ever.
For the most part, the newest, hot devices are content viewers not content creators. The market for them will skyrocket for those wanting to consume content on the go, but desktops and laptops will continue to be the screen of choice for those needing to do real work.
PC sales will continue to grow, but it will be at a slower pace, especially with those who were only using them for viewing content. In that regard, those markets have no reason to have a desktop or laptop.
For now, tablets sales will continue to expand, but as a ancillary screen for now, as far as those who need to do work on their computers.
Tuesday, January 18, 2011
Intel's (Nasdaq:INTC) Guidance for 2011
Coming off what is being touted as their best quarter in history, Intel (Nasdaq:INTC) gave guidance on what they see for the company in 2011.
Intel was extremely optimistic about 2011, saying they see the global economy improving and are refreshing their product line across the board.
Contrary to skewed reports, the PC sector is far from declining, and is at this time shipping a million units a day around the world.
That's not to say there won't be some countries or regions where there will be some cannibalization from tablets, but overall they see the PC market continuing to grow at a healthy pace in 2011.
Taking into account an assumed improving economy and what they are identifying as their best product lineup in the history of the company, Intel said they see them growing revenues for 2011 at about 20 percent.
Intel added this doesn't include any benefit the company will receive from their acquisition of Infineon Wireless Solutions division and McAfee.
Intel was extremely optimistic about 2011, saying they see the global economy improving and are refreshing their product line across the board.
Contrary to skewed reports, the PC sector is far from declining, and is at this time shipping a million units a day around the world.
That's not to say there won't be some countries or regions where there will be some cannibalization from tablets, but overall they see the PC market continuing to grow at a healthy pace in 2011.
Taking into account an assumed improving economy and what they are identifying as their best product lineup in the history of the company, Intel said they see them growing revenues for 2011 at about 20 percent.
Intel added this doesn't include any benefit the company will receive from their acquisition of Infineon Wireless Solutions division and McAfee.
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