Reports this week out of the two top technology research firms, IDC and Gartner, show that PC sales fell by a significant margin, and much more than was expected. Stocks including Hewlett-Packard (HPQ 1.67%), Intel (INTC -1.28%), and Microsoft (MSFT 1.88%) were all hit on the news. Despite these setbacks, however, each of these companies has a lot of positives, which are easily overlooked on such grim-sounding news.

In the video below, contributor Doug Ehrman discusses what the death of the PC is really about, and how various tech bellwethers are reacting to the shift in the market.