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mpo092560

mpo092560
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  • For whom H-P's (HPQ) FQ4 results toll: Dell (DELL) -1.9% premarket, Intel (INTC) -1.6%, AMD -1%. H-P reported a 14% Y/Y drop in PC revenue and 12% drops in both desktop and notebook shipments. The drop in commercial PC revenue (13%) was nearly as bad as the drop in consumer PC revenue (16%). [View news story]
    a side note ... the PCs and servers that have been purchased over the past few years are of extremely excellent quality. The design, engineering, components, and manufacturing processes have progressed to the point where PCs have much longer shelf lives than in the past. It is the start of a new replacement cycle that PC makers are going to have to live with ... longer durations between replenishment.
    Nov 20 09:37 AM | 3 Likes Like |Link to Comment
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