Will Emerging Markets Save the PC? (AMD, INTC, MSFT, SOHU)

Will Emerging Markets Save the PC?

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Report this Comment On September 05, 2011, at 11:45 AM, rav55 wrote:

The PC is far from threatened. In fact slower PC sales can be attributed to buyers waiting for new products from AMD and Intel.
In fact Llano is a huge success for AMD exceeding their own sales estimates at over 12 million units sold. OEM's love it and AMD just signed with TSMC for additional production.
The emerging market is not so much of a irrational Intel fan. Value is at a premium rather then who makes the fastest CPU. In the mid range it really doesn't matter who is faster, just who can deliver value.
I see the Chinese market as huge for AMD and don't forget that slow demand in the west is like an elastic band. That demand will probably begin to snap in for the back to school market and the Xmas market.
Once folks realise that Tablets are just big pda's then that market will start to dry up.
PC is far from dead!

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Will Emerging Markets Save the PC?

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Report this Comment On September 05, 2011, at 11:45 AM, rav55 wrote:

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