How to these 3 companies performance today relate to the "PC upgrade" story? or Intel? Just curious about what the point was.
From Forbes article ...
"Of course, there is a large overlap between the old XP population and those likely to buy a new PC anyway, but even assuming two-thirds of them are double-counted, that’s still an extra 67 million units."
The author discounted the 200m by 2/3 down to 67m machines that would be incremental. If one assumes that 50m are incremental upside candidates for Intel, then a $100 ASP would indicate a $5b one time, upside for Intel. Lots of assumptions but the $5b can be moved up/down as assumptions are adjusted.
Microsoft will also make Windows "desktop friendly" again this year with the return of the real Start Menu. The absence of the Start Menu was a huge obstacle for those that had no interest in tile world.
Also, internet things expected to be a 1 trillion dollar industry.
With wearable devices reaching over $100 Billion in sales by 2018 according to
research. Good thing Intel is planning and investing in being the leader in this