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Technology Stocks : Semi Equipment Analysis

SOXX 314.52

-0.6%

Dec 11 4:00 PM EST

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To: Donald Wennerstrom who wrote (49202)	8/31/2010 10:27:24 AM
From: Donald Wennerstrom	2 Recommendations Read Replies (1) of 95573

Aug 31, 2010 9:10 AM Gartner Trims Second Half PC Growth View On Weaker Economy Posted by Eric Savitz Gartner this morning trimmed its PC growth forecast for the 2010 second half by about 2 percentage points to 15.3%, “in light of the uncertain economic outlook for the United States and Western Europe,” the research firm announced. For the full year, the company says worldwide PC shipments are expected to total 367.8 million units, up 19.2% from 2009. Gartner research director Ranjit Atwal said in statement this morning that “there is no doubt that consumer, if not business PC demand has slowed relative to expectations in mature markets.” He adds that “recent shifts in the PC supply chain were in no small part a reaction to fears of a sharp slowdown in mature-market demand,” but adds that “supplier’s risk-aversion is as much as factor in these shifts as any actual downshift in demand.” The Gartner analyst thinks consumer PC demand will remain strong even if the economy stalls, since “consumer now view the PC as a relative necessity rather than a luxury.” The research firm also contends that businesses “will find it very difficult to delay PC replacements further,” with “the age of the professional PC installed base…already at an all-time high.” Gartner says the imapct of mini-notebooks - netbooks - on the PC market is waning. Mini-notebooks were under 18% of the mobile PC market in Q2, down from close to 20% late in 2009. Gartner sees there share of the market dropping to around 10% by 2014.

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