FRANKFURT -- Datapoints across the PC industry suggest that global PC demand is tracking significantly better than expected, largely due to stronger notebook demand.  Accordingly, Deutsche Bank is raising its PC unit estimate to 15% from 10% for 2005 and to 10% in 2006 (from 8%). 

DB expects PC unit growth to re-accelerate to 13% Y/Y in 2007 in conjunction with the debut of Vista (Microsoft's new operating system) and the beginning of a new replacement cycle. 

As a result of higher PC unit estimates, DB’s overall IT Hardware assumptions are also slightly higher for 2005 and 2006 at 6% and 5%, respectively (vs. 5% and 4%).

• Prev
• Next