Monday, October 26, 2009
Apples to Lemons: Microsoft’s New Retail Showrooms
Hey, I love a blue screen of death as much as anyone, but I wouldn’t drive to the mall just to see one.
Hey, I love a blue screen of death as much as anyone, but I wouldn’t drive to the mall just to see one.
So of course there’s some degree of herd mentality in every industry.
Comments by Advanced Micro Devices yesterday apparently have triggered worries on the Street that the PC manufacturers, in their zealous optimism about the prospects for Microsoft Windows 7, may have built too many PCs.
As I noted last night, AMD said on its post-earnings conference call with the Street that it expects a less-than-seasonal sequential increase in Q4 revenues, due in part to the “the big build we’ve seen of PCs in anticipation of the Win 7 launch.”
As companies look for new ways to squeeze costs out of their technology budgets, some are deciding that the next PC they purchase need not be a PC at all.
Instead, they are rolling out virtual desktops–a set-up consisting of a screen, keyboard and small connector box that ties into a powerful server in the computer room that has all the software, storage and processing capabilities that each desktop user needs.
Fancy new smart phones and laptops may generate more buzz, but the desktop PC remains the workhorse of the office. Bosses who outfit staffers with mobile devices, however, may be able to wring more work out of them, according to a new Forrester study.
Blu-Ray drives have yet to make a dent in the PC business. In 2009, according to research firm iSuppli, just 3.6 percent of all PC systems will include Blu-Ray drives. In 2013, iSuppli predicts, the total will still be a rather modest 16.3 percent.
Worldwide PC shipments fell 5 percent in the second quarter from a year earlier, according to market research firm Gartner. That exceeded the company’s previous forecast of a 9.8 percent decline.
Gartner said the better-than-expected results reflect “a small sign of a PC market recovery in terms of shipment volumes in some regions.”
There’s a discussion taking place in the PC industry that is equal parts encouraging and sad.
There is something very uplifting about Opera’s vision of a Web that turns every user back into a node on the network, with all the rights and responsibilities that implies (this is the blog post today that explains the idea, and this is an inspirational video.)
Two years ago, Asustek wowed the world with the hottest selling computing product to arrive in recent memory: the Eee PC netbook.
Yesterday, while China Web watchers were digesting the latest bit of news on the requirement that PCs sold in China include government-mandated Internet filtering software, the Web as we knew it a week ago quietly returned.
There’s still no mobile phone from Dell, despite plenty of chatter about that possibility over the last 18 months. But it’s gotten easier to buy from the company using a mobile phone.
Dell recently, and quietly, went live with a new version of its Web site that works better with mobile phones.
Shares of both Seagate and Western Digital are getting battered on fears that the hard-drive sector could once again soon find itself with a glut of supply.
At least in part, the Street is reacting to this morning’s downgrade of Marvell by Barclays Capital, which as I noted earlier was in response to indications from Taiwanese component makers of a slowdown PC demand.
Intel, which helped shake up the PC industry last year by promoting low-priced laptops called netbooks, is at it again. But there’s not such a memorable name this time.
The chip giant is expected to use the Computex trade show this week to discuss a category of portables that fall in a price band between netbooks–which can start at less than $300–and full-featured notebooks, which often cost more than $1,000.
Don’t mess with Texas, especially if you’re a blogger on somebody’s bad side.
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