Seeking Alpha
  • bilton
    Gartner & IDC say PCRFY.OB shipments contracted in the 2Q'12 despite heavy Ultrabook marketing by $INTC. $AAPL was 12% of sales. $HPQ $DELL $MSFT
    7/11/12
    Reply (3)
    • bilton: 7th consecutive quarter of flat or single-digit growth underscoring weak demand amid economic uncertainties.
      7/11/12
    • bilton: US government & education budgets continue to be constrained as $HPQ and $DELL indicated in their last quarter conference calls
      7/11/12
    • bilton: $AAPL was 3rd in US shipments growing 4% to represent 12% of overall sales.
      7/11/12
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