It's no secret the PC market hasn't been exactly booming over the last 18 months, even as Microsoft (NASDAQ:MSFT) launched the most ambitious redesign of its Windows platform -- Windows 8 -- last October. And while investor expectations have been largely in line with the market's view of the PC market, things appear to have gone from bad to worse recently. 

Last week, one of the primary watchdogs of the PC market confirmed what many suspected -- that things have gone from bad to worse. This comes as unwelcome news, especially at a time when companies like Hewlett-Packard (NYSE:HPQ) and Dell (UNKNOWN:UNKNOWN) are shifting their business models away from PCs. But what does this mean for investors? Is this bearishness the signal to avoid PC stocks, or an opportunity to buy on bad news? In the video below, Fool contributor Andrew Tonner breaks it down for investors.

Fool contributor Andrew Tonner has no position in any stocks mentioned. The Motley Fool recommends Intel. The Motley Fool owns shares of Intel and Microsoft. 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.