Seeking Alpha

Global PC shipments fell 10.9% Y/Y in Q2 to 76M, estimates Gartner. That's nearly even with the...

Global PC shipments fell 10.9% Y/Y in Q2 to 76M, estimates Gartner. That's nearly even with the 11.2% drop the firm estimated for Q1, and backs up recent analyst commentary (I, II). Gartner: "In emerging markets, inexpensive tablets have become the first computing device for many people." One bright spot: U.S. shipments fell only 1.4% Y/Y, and rose 8.5% Q/Q; Gartner thinks this was due to enterprise strength. EMEA shipments -16.8%, Asia-Pac -11.5%. Affected companies: MSFT, INTC, DELL, HPQ, STX, WDC, MU, AMD, NVDA. (IDC's Q1 data) (tablet forecast) Update: IDC estimates global Q2 shipments fell 11.4%, and U.S. shipments 1.9%.
Comments (2)
  • Stock Market Mike
    , contributor
    Comments (1867) | Send Message
     
    Certainly explains why MU is cutting so much of their PC DRAM capacity. (Shifting to NAND) Now, why is MU getting hammered? They're adjusting to keep supply slightly under demand.
    10 Jul 2013, 05:19 PM Reply Like
  • kjurden
    , contributor
    Comments (734) | Send Message
     
    To the author, who rights your check??? Everywhere I look, I see more and more AMD products hitting the shelves. It would appear to me that AMD is regaining "Market Share".
    10 Jul 2013, 05:40 PM Reply Like
DJIA (DIA) S&P 500 (SPY)
ETF Tools
Find the right ETFs for your portfolio:
Seeking Alpha's new ETF Hub
ETF Investment Guide:
Table of Contents | One Page Summary
Read about different ETF Asset Classes:
ETF Selector

Next headline on your portfolio:

|