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  1. Lenovo Third Quarter Shows the Benefit of Scale in the PC Game; Raising FVE to HKD 11 per Share

    Commentary

    Tue, 3 Feb 2015

    and EMEA. Management explained that at below 15% to 20% PC market share in a region, the company struggles to make decent margins ..... increase in margins. This was clearly the case in EMEA where PC market share was 15.3% in the third quarter last year and operating

  2. Lenovo parent Legend Holdings plans up to $3 bln H2 2015 HK IPO - IFR

    Headlines

    Sun, 18 Jan 2015

    HONG KONG, Jan 19 (Reuters) - Legend Holdings Corp , the parent of the world's biggest maker of personal computers , Lenovo Group Ltd, plans an up to $3 billion initial public offering (IPO) in Hong Kong in the second half of 2015, IFR reported

  3. Intel revenue rises 6.4 pct

    Headlines

    Thu, 15 Jan 2015

    Jan 15 (Reuters) - Intel Corp reported a 6.4 percent rise in quarterly revenue as sales of personal computers stabilized.

  4. Newly Published: Global And China Touch Screen (Panel) Industry Report, 2014-2015

    Commentary

    Mon, 5 Jan 2015

    marketresearchreports.biz/sample/sample/237312 The Tablet PC market witnesses saturation as well. Impacted by bigger and bigger ..... replacement frequency. In the next few years, the Tablet PC market will be in a mild recession, which even can not be reversed

  5. Tech and Communication Services: Gravitate Toward the Moats

    Headlines

    Wed, 31 Dec 2014

    right strategic moves to diversify into new areas, such as semicustom processors, in order to reduce its dependence on the PC market . More Quarter-End Insights Stock Market Outlook: Volatility Creates Pockets of Opportunity Economic Outlook: Stop Watching

  6. Lenovo's Second-Quarter Result Shows Continued Market Share Gains, Margin Improvement

    Commentary

    Thu, 6 Nov 2014

    consumer electronics hardware. Lenovo’s PC market share continues to increase, with Lenovo ..... Lenovo now has 20% of the global PC market , and retains its number-one posi t ion. The global PC market is consolidating, and Lenovo is leading

  7. Creative Destruction Investing

    Headlines

    Tue, 28 Oct 2014

    successful behemoth see Microsoft ( MSFT ), founded 1975, or Apple ( AAPL ), 1976, coming? Microsoft, with its personal computers and its desktop software, and Apple, originator of cutting-edge mobile devices, pushed technology further

  8. HP and the Case for Corporate Spinoffs

    Headlines

    Fri, 17 Oct 2014

    focused on technology infrastructure, software and services for business customers, and HP Inc., the firm’s personal computers and printer business. HP expects to complete the split by the end of 2015. The company is on track to maintain this year

  9. AMD's Third Quarter Smooth, but Lumpiness Lies Ahead; No Change to Our Fair Value Estimate

    Commentary

    Thu, 16 Oct 2014

    from the corporate PC refresh cycle that has provided tailwinds to the PC market and competitor Intel, as the firm lacks exposure to the enterprise PC ..... as semi-custom processors, in order to reduce its dependence on the PC market .

  10. Microsoft's (Mis)Adventures in Hardware

    Headlines

    Wed, 15 Oct 2014

    small user base, limited app ecosystem, and weak OEM adoption, the network effects Microsoft historically enjoyed in the PC market were nonexistent and were even working against Windows Phone, as market share and adoption numbers continued to plummet

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