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  1. Nvidia Highlights Promising Avenues for Growth During Investor Day; Shares Slightly Overvalued

    Commentary

    Thu, 19 Mar 2015

    as a full-on investor day, the common theme continually echoed was the decreased reliance on the traditional enterprise PC market through new avenues of growth in gaming, enterprise, high-performance computing, cloud, and automotive. From a valuation

  2. Intel cuts revenue forecast as desktop demand weakens

    Headlines

    Thu, 12 Mar 2015

    (Reuters) - Intel Corp slashed nearly $1 billion from its first-quarter revenue forecast as small businesses put off upgrading their personal computers , sending the chipmaker's shares down more than 5 percent.

  3. Intel cuts revenue forecast as desktop demand weakens

    Headlines

    Thu, 12 Mar 2015

    (Reuters) - Intel Corp slashed nearly $1 billion from its first-quarter revenue forecast as small businesses put off upgrading their personal computers , sending the chipmaker's shares down more than 5 percent.

  4. CORRECTED-UPDATE 4-Intel cuts revenue forecast as desktop demand weakens

    Headlines

    Thu, 12 Mar 2015

    March 12 (Reuters) - Intel Corp slashed nearly $1 billion from its first-quarter revenue forecast as small businesses put off upgrading their personal computers , sending the chipmaker's shares down more than 5 percent.

  5. Fitch: Intel Outlook Could Signal PC Market Hasn't Stabilized

    Headlines

    Thu, 12 Mar 2015

    (The following statement was released by the rating agency) CHICAGO, March 12 (Fitch) Intel's negative pre-announcement this morning suggests the end of support for Windows XP was a more significant factor than previously estimated in last year's perceived stabilizing personal computer (PC) demand,

  6. 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

  7. 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

  8. 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

  9. 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

  10. 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

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