Though Nomura isn't thrilled with Gartner's Q1 PC data (I, II), it, along with similar data from...

|By:, SA News Editor

Though Nomura isn't thrilled with Gartner's Q1 PC data (I, II), it, along with similar data from IDC, is stoking a major rally in H-P (HPQ +6.2%). Gartner estimates H-P's share rose 30 bps Y/Y and 120 bps Q/Q, reversing the declines seen due to last year's drama. Dell (DELL +0.1%), which is believed to have lost share, and just received bearish comments from Jim Chanos, is undeperforming.