VMware's VMworld conference just wrapped up and gave technology investors another look at the post-PC world. In addition to introducing a new platform named Horizon Suite -- aimed not just at managing Windows computers but also at supporting BYOD devices like iPhones, Android phones, and iPads -- VMware also discussed advancements in virtual desktop technology.
Along those lines, PC-era icon Michael Dell was at the conference promoting Wyse, a company that specializes in "thin clients," PCs that tie into a virtual machine on servers. That idea is potentially disruptive to Dell and speaks to the difficult transition for PC makers to next-generation technologies.
However, at VMworld, Dell said the post-PC era has been "pretty good for PCs so far." In the following video, Senior Technology Analyst Eric Bleeker describes why that comment can be misleading -- specifically, that emerging markets like China have been propping up weak PC growth in America and Europe. However, with China seeing 401% growth in Android and iOS devices in July, emerging markets are tilting their spending to mobile devices much like America and Europe did in the past few areas. That looks to dry up PC spending and erase any doubts that the post-PC era will be good to PC makers. For Eric's full thoughts, watch the following video.
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Eric Bleeker has no positions in the stocks mentioned above. The Motley Fool owns shares of Apple, Microsoft, and VMware. Motley Fool newsletter services recommend Apple and VMware. Try any of our Foolish newsletter services free for 30 days. We Fools don't 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.