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According to a recent report from research firm IDC, for the first time in recent memory, both Dell (NASDAQ:DELL) and Hewlett-Packard (NYSE:HPQ) beat Apple (NASDAQ:AAPL) in terms of quarter market share growth. Where Apple lost 11.2%, Dell saw market share tick up by 2.3%, while HP added 3.5%. While there are plenty of explanations for this apparent shift in growth, and I am certainly not suggesting that Apple is "in trouble," the news could be a good sign for the beleaguered PC makers.

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In the video below, I discuss various statistics included in the IDC report and what they could mean for the PC industry, and specifically for Dell and HP. While one quarter does not make a trend, if these two companies can get some positive traction, their beaten down stocks might suddenly become quite interesting. As things stand, they remain speculative, but are definitely worth watching.

Source: Dell And HP Beat Apple On PC Market Share Growth