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Sell-side commentary on PCs remains gloomy. Longbow's supply-chain contacts think desktop...

Sell-side commentary on PCs remains gloomy. Longbow's supply-chain contacts think desktop shipments will fall 5%-10% this year, worse than the 4% drop the firm predicts for Intel's (INTC) desktop business. It expects a slow Haswell ramp as high inventories and soft demand lead OEMs to stick with Ivy Bridge. It also sees integrated graphics taking more share from AMD and Nvidia's (NVDA) GPUs. Nomura notes Windows 8 (MSFT) demand remains muted, but holds out hope for a 2H pickup thanks to pricing, battery life, form factor, and app ecosystem improvements.
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Comments (3)
  • RLDAY
    , contributor
    Comments (34) | Send Message
     
    With the market as a whole roaring my question is, does it make sense to hold on to this stock vs invest in stocks that are breaking out?
    14 Mar 2013, 12:11 PM Reply Like
  • mikie500
    , contributor
    Comments (5) | Send Message
     
    I would hold onto Microsoft just because of the dividend. Hopefully, there are other products in their pipeline......
    14 Mar 2013, 03:16 PM Reply Like
  • mikie500
    , contributor
    Comments (5) | Send Message
     
    I have the same thoughts as you RLDAY! I am going to hold on to the stock becuase of its excellent dividend. My thoughts are that Mr. Jobs has more products in the pipeline. His team would never let Microsoft loose its value.
    14 Mar 2013, 03:16 PM Reply Like
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