More on Gartner's PC data: The numbers back up recent positive datapoints (I, II) about PC...

More on Gartner's PC data: The numbers back up recent positive datapoints (I, II) about PC demand. U.S. shipments fell 3.5% Y/Y, but beat Gartner's forecast for a 6.1% drop. Impressively (given Europe's woes), EMEA sales rose 6.7% on the back of strong business orders. Dell's (DELL) global share fell 40 bps Y/Y and 160 bps Q/Q. Apple's (AAPL) U.S. share was 10.6%, up 80 bps Y/Y but down 100 bps Q/Q (likely affected by seasonality). (PR)

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Comments (4)
  • HarryWanger
    , contributor
    Comments (189) | Send Message
    So is Apple the only one that is affected by seasonality? Or is this just another "free pass" that everyone seems to give to Apple?
    11 Apr 2012, 06:30 PM Reply Like
  • Stilldazed
    , contributor
    Comments (3584) | Send Message
    Amazing, APPL drops Q to Q and they use the excuse of seasonality. Dell business drops Q to Q and they don't provide the excuse of end of fiscal year (seasonality).
    11 Apr 2012, 06:32 PM Reply Like
  • Eric Jhonsa
    , contributor
    Comments (1276) | Send Message
    Apple gets affected more by seasonality in Q1 because of their strong consumer dependence. A disproportionate share of Macs are sold in Q3 (back-to-school) and Q4 (Christmas presents).
    11 Apr 2012, 07:59 PM Reply Like
    , contributor
    Comments (6334) | Send Message
    Apple, Apple - major correction coming into this stock.


    Berkshire does not own Apple but they own Intel.


    Intel is the future - buy it relax and watch it grow.


    Increasing dividend rate while you wait.
    12 Apr 2012, 08:37 AM Reply Like
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