With PC shipments falling by the millions, you'd have to be crazy to think about investing in this space, right? True, things are just about as bad as they can get in one of tech's most important markets right now, and they look as if they'll stay that way well into next year. However, who's to say that now isn't the right time to buy ahead of the recovery? Looking at the road map of major events in this space over 12 months certainly makes a compelling case for a PC recovery. On the other hand, the iPad and its disruptive friends in the tablet market are all getting their yearly updates this quarter, making the case for a PC rally seem positively preposterous.

So how should investors approach this market over the next year? In this video, tech and telecom analyst Andrew Tonner talks about one major upcoming event that has the potential to shift the balance of power in the PC market, and, more importantly, how investors should play this unfolding situation.