| Analyst: PC Unit Growth Increasing |
 |
 |
| Monday, 13 August 2007 05:09 | |||
|
SAN FRANCISCO – The PC market is springing back to life, with benign pricing, favorable component costs, and improving unit growth, a leading analyst said. In a research note issued today, Deutsche Bank’s Equity Research Group said PC unit growth will continue to accelerate through year-end, and consensus expectations for PC unit growth should trend toward the firm’s earlier prediction of 15%.
Continued strength in emerging and consumer markets, plus the beginning stages of a corporate PC upgrade cycle, should drive improving year-over-year growth rates through the end of 2007, says DB. The combination of improving PC unit growth and favorable component pricing should drive strong near-term earnings for Dell and HP. The firm said weak CPU pricing – resulting from aggressive competition between Intel and AMD and excess inventory – is supporting lower input costs for PC vendors. In addition, DRAM prices are down 27% from the previous quarter; HDD is pricing down 3%, and LCDs are roughly flat, says DB.
|
|||
| Last Updated on Tuesday, 14 August 2007 08:08 |
Columns
| RoHS's Side Benefits |
I have mentioned numerous times that the first purpose of RoHS is to help make recycling easier. So RoHS was developed to support WEEE. One would imagine that, in doing this, the EU was primarily concerned with recycling in the EU. |
| Read more... |
| 2001 vs. 2009: Why Semis Did Better This Time |
The Great Recession that began in the fourth quarter of 2008, at the height of the holiday spending season, had an enormous effect on world economies in 2009. The bursting of the bubble housing market in the US resulted in the meltdown of financial institutions around the world. |
| Read more... |
Features
| Capacitor Testing Challenges and Solutions |
Chip caps are prone to leakage, so consider these test methods for minimizing electrical failures. |
| Read more... |
| 5 Issues Driving the Cost of Poor Quality |
Why common metrics fail to root out the causes, and actually add cost in the process. |
| Read more... |
Search
Search
Login
CB Login
Language
Language
Products
Fujiploy Offers Sarcon GR-Tac
Sarcon GR-Tac is a 0.25-mm thick polyester reinforced thermal interface material. Is reportedly easy to install and typically does not require adhesive; ideal for applications where surface space...
Sarcon GR-Tac is a 0.25-mm thick polyester reinforced thermal interface material. Is reportedly easy to install and typically does not require adhesive; ideal for applications where surface space...
