Here's something interesting on the PC front:
Mac Attack: So, what's this about businesses starting to reconsider Apple (AAPL:Nasdaq)? That's the word from Mike Kelly of Techtel, in Emeryville, Calif., which tracks PC buying patterns. He says his data shows that for the first time businesses are evaluating Apple products at a rate quadruple that of last quarter's. Evaluations for Apple products, he says, previously dropped for three successive quarters. The key, of course, will be whether they actually buy, and he doesn't expect to know that for another quarter. (Apple officials couldn't be reached for comment.)
Techtel's research also confirms the renewed momentum of Dell (DELL:Nasdaq). Kelly says the number of businesses considering buying a Dell is about 30% higher than a year ago, while the number considering a Compaq (CPQ:NYSE) has fallen by around 60%. "Compaq's biggest problem now is failing to attract new customers," he says. "That's the typical thing that happens when opinion goes negative on fundamentals." Compaq, of course, is trying to right itself with new management.
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