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PC shipments fell a stunning 8.3% Y/Y in Q3, estimates Gartner - that figure makes Q2's 0.1%...

PC shipments fell a stunning 8.3% Y/Y in Q3, estimates Gartner - that figure makes Q2's 0.1% drop look great by comparison, and is raising eyebrows even with all of the negative industry data that has emerged. Weak back-to-school sales and cautious retailer orders are blamed, though the tablet market's growth is hard to overlook. U.S. shipments -13.8% Y/Y (both consumer and corporate sales were weak), EMEA -8.7%, and Asia-Pac -5.6% (China's slowing growth had an effect).
Comments (15)
  • Leo50
    , contributor
    Comments (120) | Send Message
     
    Yup, bleak news for the PC industry. That's why folks have been selling. Those that keep saying buy have valid reasons but for now and the next few months it is sell until hell!
    10 Oct 2012, 05:40 PM Reply Like
  • Leont68
    , contributor
    Comments (1357) | Send Message
     
    windows 8 is coming in q4. people are holding back on upgrading because they are awaiting all the yummy new gizmos that will be coming out using windows 8.

     

    Next year will be the year of the pc/hybrids . you heard it from me first.
    10 Oct 2012, 05:44 PM Reply Like
  • bjnflicks
    , contributor
    Comments (2154) | Send Message
     
    PC's will survive, but this is further evidence that Apple has changed everything, and the new mini iPad will a huge new devastator of the PC laptop. Already little laptops at Best Buy are marked down to $199. That leaves very little profit margin for the PC makers. Ditto with pads. Amazon may have to start paying people to take Kindle Fires soon. Maybe an exaggeration, but you get the drift.

     

    What the market is missing now is that Apple really has no competition to speak of, of it it does, there is plenty of room for them and avoids Apple monopolizing. Google-Samsung is a real competitor, but very few people prefer an Android to an iPhone or any kind of tablet or laptop to Apples. Only the very budget conscious are moving that way now, and Apple's brand loyalty secures everyhone who buys an Apple practically for life. No other format or product line can say that. The only reason I use a PC is that they're cheap and expendable. For any permanent product, I'd definitely pay a bit more and get the Apple, and so would more and more people around the world.

     

    The fear mongering about Apple's demise is not only overblown, it's just plain wrong. Just the opposite is happening and this stock is a raging bargain right now. You will see. The sentiment will soon turn very bullish again then it is off to the races back through $700 and onward. $700 was just a temporary resistance point.
    10 Oct 2012, 06:14 PM Reply Like
  • Financehulligan
    , contributor
    Comments (1079) | Send Message
     
    Smart money has already been moved out from Apple and will never come back.

     

    Well at least untill they reinvent something old or something borrowed again.
    10 Oct 2012, 07:14 PM Reply Like
  • rubicon59
    , contributor
    Comments (1370) | Send Message
     
    Smart money moved out of Apple in 1997. Then again in 2008/2009. And now, of course.
    10 Oct 2012, 07:25 PM Reply Like
  • Barath Balu
    , contributor
    Comments (43) | Send Message
     
    You are grossly overestimating the potential of the iPad and underestimating the power Windows and Intel. I think Windows tablets actually have a shot at taking a sizable chunk of the tablet market just because they will run PC applications.
    11 Oct 2012, 10:56 PM Reply Like
  • mikeAV
    , contributor
    Comments (3) | Send Message
     
    You sound like a snob,. Do you own an Imac and not just an Iphone,. I own a 2009 Imac,. 2 years in,. My $1600 computers hard drive failed, and my computer wasn't covered under their global HD replacement. What, They have a global replacement of HD's but mine not covered,. So I replace it myself. Now a year later, I get email, I can get HD replaced, another global replacement. Is Apple putting in crap hard drives, just like the over 10 year old 8x superdrives they still ship with? Now my fan flows hard, and apple says I replaced a "user nonreplaceable component" in MY computer, that they did not stand behind! I bought a phone recently,. Samsung Galaxy S3 and I love it! Don't be such a know it all snob bjnflicks,. The more people Apple burns for a buck, the more THAT WILL BE THE NEXT BIG THINK,. APPLE BURNS YOU!
    30 Nov 2012, 03:03 AM Reply Like
  • rubicon59
    , contributor
    Comments (1370) | Send Message
     
    the Netbook was the Canary. It gets worse fro
    here for the plastic-extruders.
    10 Oct 2012, 07:23 PM Reply Like
  • june1234
    , contributor
    Comments (2556) | Send Message
     
    Android is like 65% of the market now. A lot of people don't want to or can't drop $200 on an I-phone (with a 2 yr contract) when they can get a free android (also with with 2 yr contract). When its time to upgrade I am looking at an I pad why spend $1000 or $1500 on a desktop when if need be I can hook up the I pad to a bigger screen when I'm home. That's what I do with my laptop now anyway . Apple may want to learn from their own mistakes. They were at one point a $7 stock cause they priced themselves out of the PC market from the beginning even if they had a better and more user friendly platform than Microsoft. The days of most people spending thousands of $$ on a desktop and laptop are over in this mobile cloud age I think. You don't have to wait to look for a carpet cleaner or plumber with a smart phone.
    10 Oct 2012, 08:11 PM Reply Like
  • chopchop0
    , contributor
    Comments (3262) | Send Message
     
    Not only on the low-end, but on the high-end, Apple doesn't even make the best phone anymore, Samsung does..... at least according to consumer reports

     

    http://cbsn.ws/US8qUS
    10 Oct 2012, 09:12 PM Reply Like
  • june1234
    , contributor
    Comments (2556) | Send Message
     
    I agree. Almost 2 years ago I got my Droid X for $1 via Amazon (a 2 yr contract, brand new) , I like it its high end works great. I don't see Apple putting Google or Samsung out of business. That is what Apple is trying to do with their patent lawsuits.They lost 8 times before they won vs Samsung stateside but Samsung won in a Japanese court recently. It will go on for years and years. Apple has always been like that. Jobs would not license his Macs, Gates did; the rest is history
    10 Oct 2012, 09:56 PM Reply Like
  • westcoastinvests
    , contributor
    Comments (46) | Send Message
     
    I am curious how well this data is protected pre-release. It doesn't seem that it's the kind of company specific insider information that couldn't be disseminated or traded on before being made public. Not trying play conspiracy theorist but I do wonder how many see this data before official release. The very recent drubbing PC stocks have received at least fits with the idea that some knew this was coming. If they were to bounce after the news that might hint at this idea a little more/
    11 Oct 2012, 08:33 AM Reply Like
  • op59no3
    , contributor
    Comments (5) | Send Message
     
    I just don't understand the Apple hype and delusions. The 4S was my first smart phone (about this time last year) and far from being impressed, I was depressed within days. When it works, its great... but it does not work much of the time. The memory leaks are horrendous. Siri is absolutely pathetic. A whole plethora of apps crash. Oh... and there is nothing wrong with my phone. It was checked...

     

    AND... with Verizon, I routinely loose calls, can't call within supposedly "covered" areas and enjoy poor phone reception.

     

    I think the user interface design on many apps is very poor. There should have been at least one, possibly two more buttons. That Apple breaks their own user interface guidelines for the Mac is all too amusing. The patent litigation reflects a desperate company that can't innovate.

     

    AND... their crap is being built by abused labor (as defined by international labor and human rights treaties) causing horrific environmental damage. Way to go Apple!

     

    The best part of an iPhone? The pictures are pretty good.
    11 Oct 2012, 09:36 AM Reply Like
  • bosco115
    , contributor
    Comments (196) | Send Message
     
    Memory leaks on iOS are minimal compared to Android.

     

    Verizon has the best coverage in the US by far.

     

    The user interface of the iPhone is still the gold standard that has been replicated by Google and all Android vendors.

     

    Prior to the iPhone, smartphones shipped with full keyboards, D-pads, and navigation buttons. Now they're all as minimal as the iPhone. They don't need to add buttons.

     

    The user interfaces of iOS and OS X are different because they use different input mechanisms. What works best for a capacitive touchscreen may not be ideal for a touchpad or mouse.

     

    The patent litigation represents a company that holds the intellectual property rights to multi-touch gestures and stated back in 2007, "...and boy have we patented it," thanks to companies that so desperately copied the iPod's clickwheel and fell over themselves to copy the iPhone's multitouch, as predicted.

     

    Their crap is built by the same company (Foxconn) that builds products for HP, Google, Motorola, Microsoft, and dozens of other vendors. The chief complaint of Foxconnn workers is not enough opportunities for overtime.

     

    Any other BS you'd like to shoot off? Because none of these are good reasons for why AAPL isn't a good investment, nor why Apple's products are in any way inferior to the competition.
    11 Oct 2012, 10:11 AM Reply Like
  • Barath Balu
    , contributor
    Comments (43) | Send Message
     
    I think a lot of the weakness in P/C sales can be attributed to consumers holding out until Windows 8 hits the shelves. More or less the same thing happened with iPhone sales prior to the launch of the 4S. I see this as a great opportunity to load up on some Intel.
    11 Oct 2012, 10:42 PM Reply Like
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