A lot of people think PC/Desktop sales are still imploding
This is the basis of the downgrades,and "sell" s from the analysts. Does anyone have any quality info about this? My ignore list is really long, and I expect it will get longer tonight, but I think we need some independent confirmation that the 2nd half is either going to be a disaster or otherwise.
I think this is just a repetive mantra that Analysts spout when they want to steer you away from Intel. Two observations that I have is yes PC sales growth isn't what it was and the other thing is business purchases slowed because of the recession. I think that it is a little hard to separate the two out and analysts tend to merge the two numbers to paint an overly negative view of PC sales. My reasoning for buying Intel and MSFT is that people are just way too gloomy about the health of the PC market.