The following video is from Thursday's Investor Beat, in which host Chris Hill, and analysts Bryan Hinmon and Matt Argersinger dissect the hardest-hitting investing stories of the day.

Shares of Microsoft (MSFT -1.27%) fell on Thursday in the wake of a report by IDC that PC sales declined 14% in the first quarter. IDC cited the shift to tablets and smartphones, and pointed to a slow start for Windows 8. What do slumping PC sales mean for investors in Microsoft? What does the trend mean for Dell (DELL.DL) and Hewlett-Packard (HPQ 0.69%)? Is the PC dead? In this installment of Investor Beat, our analysts discuss the implications for PC companies.

The relevant video segment can be found between 0:14 and 2:19