Why Aren't PCs Growing Anymore? (AAPL, DELL, HPQ)

Why Aren't PCs Growing Anymore?

The following video is part of our "Motley Fool Conversations" series, in which technology editor/analyst Andrew Tonner and technology analyst Evan Niu discuss topics across the investing world.

Gartner has released PC shipment figures for the fourth quarter and full year 2011. Apple continues to outpace the broader market by a wide margin, while HP's strategic missteps continue to cost it market share. Dell's shipment also shrank but not as much. The mobile revolution continues to grow at breakneck speeds, driven by increasing adoption of smartphones and tablets.

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Evan Niu owns shares of Apple. Andrew Tonner owns no shares of the companies listed above. The Motley Fool owns shares of Apple and Google. Motley Fool newsletter services recommend Apple and Google. Try any of our Foolish newsletter services free for 30 days. We Fools may not all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors. The Motley Fool has a disclosure policy.

Comments from our Foolish Readers

Help us keep this a respectfully Foolish area! This is a place for our readers to discuss, debate, and learn more about the Foolish investing topic you read about above. Help us keep it clean and safe. If you believe a comment is abusive or otherwise violates our Fool's Rules, please report it via the Report this Comment icon found on every comment.

Report this Comment On January 19, 2012, at 7:18 PM, Hawmps wrote:

A "click here to read the transcript" link would be super cool.
Report this Comment On January 20, 2012, at 1:49 AM, jdwelch62 wrote:

Evan, how do you explain Intel's PC Client Group's revenue growing 17% YoY for both Q4'11 and for the year? You mentioned Apple's Mac sales jumped 20%, and Macs do have Intel Inside, but that can't account for all of the growth Intel conrinues to gain. 17% growth in PC client sales is a far cry from Gartner's gloomy picture of a 1% shrinkage in the PC market. Those chips are ending up somewhere. How come there continues to be this huge gap between Gartner's fantasy and Intel's reality?
Report this Comment On January 20, 2012, at 9:53 AM, TMFNewCow wrote:

jdwelch,
I definitely agree that there's a disconnect between Gartner's total market shipment estimates and the individual results of each company. Also, this video was actually filmed about a week ago prior to the results last night. Intel is putting up some solid numbers in its PC Client Group, and I'm looking forward to perusing the actual 10-Q once it's filed since it will have a more detailed breakdown of the results.
-- Evan

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Why Aren't PCs Growing Anymore?

Comments from our Foolish Readers

Report this Comment On January 19, 2012, at 7:18 PM, Hawmps wrote:

Report this Comment On January 20, 2012, at 1:49 AM, jdwelch62 wrote:

Report this Comment On January 20, 2012, at 9:53 AM, TMFNewCow wrote:

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