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Intel Corporation Message Board

  • paul.ottelini paul.ottelini Oct 25, 2012 5:24 PM Flag

    So the tablet is cannibalizing the PC?

    For the last three months, headlines have been that the PC is dying because of the tablet.
    Well, tablet sales for most have been anemic so let's just say the iPad.
    Within the past three months, Intel's PC revenue went from $8.68 Billion to $8.633 Billion.
    Pretty much flat. And this in a weak macro economic environment.
    No drop in unit sales of PCs due to the ASP being flat as well.
    How has the iPad been doing.
    Well, within the past three month, the very hot and very desired iPad sales went from 17 million units, down to 14 million units. This new and exciting product that only Apple seems to be successful in, saw a drop in sales of 17.6%. While a very mature product with over 80 million quarterly unit sales, did not drop at all during a very weak macro economic environment.
    But the headlines would have investors believe otherwise.

    Sentiment: Strong Buy

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