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- Wednesday, January 11, 6:11 PM Backing up Microsoft's (MSFT) warning, Gartner estimates PC shipments fell 1.4% Y/Y in Q4, compared with a 3.2% increase in Q3. However, unlike Microsoft, Gartner doesn't claim Thailand had much of an effect on Q4 sales (though it sees a larger 1H12 impact). Instead, it blames soft Western European and North American consumer demand, the result of macro issues of and tablet cannibalization. (IDC data)
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