Applied Materials No-Politics Thread (AMAT) Message Board

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Technology Stocks : Applied Materials No-Politics Thread (AMAT)

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Dec 1 3:59 PM EST

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To: etchmeister who wrote (24549)	9/21/2010 4:29:35 PM
From: Cary Salsberg	Read Replies (1) of 25522

RE: "Huberty’s research note uses data from NPD Group, which shows overall U.S. notebook sales declining 4 percent year-over-year for 2010. “Tablet cannibalization” is a significant factor in the dip, she supposedly wrote." Compound errors!!! U.S. notebook sales declined 4 percent year-over-year for ONE MONTH in 2010 according to Huberty's chart. Huberty used data from the NPD Group, apparently, but did not present the actual data, just a chart of monthly YOY changes. Her case might appear less disingenuous if she had presented the 2009 and 2010 data. The falling chart which supposedly corresponded to rising tablet sales more likely corresponded to rising notebook sales in 2009.

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