Piotr ... About IDC Prediction for Q3 PC Demand
Good to see you back, you haven't posted for a while.
>>>IDC said unit volume for the worldwide PC market should climb to 33.4 million in the third quarter, a 18.5 percent jump from the year-ago period.<<<
Kumar predicted 6% sequential growth from Q2. Q2 unit shipments were 30.1M, Kumar number for Q3 is 31.9M vs IDC number of 33.4M. I would think that IDC number is closer to the real number than that of Kumer's.
Another interesting point
>>>Companies that may benefit from back-to-school and holiday sales include Apple Computer (AAPL: news, msgs), IBM (IBM: news, msgs), Hewlett-Packard (HWP: news, msgs), Compaq (CPQ: news, msgs) and Dell (DELL: news, msgs).<<<
This is the first time in a long time that IDC mentioned CPQ as one of the companies to benefit from growth in the PC market. |
