Tag Archive: PC Industry
Jan. 20, ‘12: Microsoft’s investor relations general manager Bill Koefoed, speaking on yesterday’s earnings call, via Seeking Alpha: Turning to the PC market, as I mentioned last week, it was a challenging quarter for the industry. Factors such as the flooding in Thailand, macroeconomic … Continue reading →
Oct. 19, ‘11: Apple CEO Tim Cook made an interesting prediction yesterday on the company’s earnings call: That the tablet market will eventually be larger than the PC market. Here’s what Tim said, via Seeking Alpha’s transcript: We thought… from the beginning of … Continue reading →
Oct. 19, ‘11: One of the bright spots in Apple’s earnings report yesterday was the Mac business, which reported a record 4.9 million shipments and passed $6 billion in quarterly sales for the first time ever. As the iPhone and iPad have become … Continue reading →
Sep. 6, ‘11: This isn’t a brand-new phenomenon, but it’s worth repeating and re-emphasizing: What makes Apple so successful today — and so threatening to its competitors — isn’t just its design and engineering capabilities. It’s the fact that Apple is beating its … Continue reading →
Aug. 24, ‘11: From the official “Samsung Tomorrow” blog: The recent rumors that Samsung Electronics will be taking over Hewlett-Packard Co.’s personal computer business are not true. We hope this clarifies any confusion that may have occurred. Well, okay. It’s possible that Samsung … Continue reading →
Aug. 24, ‘11: Clare Jim, reporting for Reuters: Taiwanese PC maker Acer Inc reported a worse-than-expected quarterly loss, the first in company history, as it took charges to reorganise in a troubled first half, and said it would be impossible to break even … Continue reading →
Aug. 18, ‘11: Dell’s founder and CEO, on Twitter: If HP spins off their PC business….maybe they will call it Compaq? Very funny! But you’re the guy still making PCs. How are those margins moving?
Aug. 18, ‘11: HP is planning to get out of the PC business — including tablets and phones. Here’s the relevant section from HP’s press release: HP will consider a broad range of options that may include, among others, a full or partial … Continue reading →
Jul. 21, ‘11: Matt Rosoff reports for Business Insider: Add in Apple’s 3.95 million Macs, and Apple sold 13.2 million personal computing devices, making it the second largest computer vendor in the world, after only HP (with 15.3 million).
Jul. 19, ‘11: The tablet market, led by Apple’s iPad, is expected to more than triple this year to 70 million units, and then double again next year, according to the latest market forecast issued by Jefferies, the investment bank. But if you … Continue reading →