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Thread: Analysis - HEXUS.sharewatch: PC stocks hit the rocks

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    Analysis - HEXUS.sharewatch: PC stocks hit the rocks

    A stream of bad news around PC sales has hit the shares of AMD, Intel, Dell and HP.
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    HEXUS webmaster Steve's Avatar
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    Re: Analysis - HEXUS.sharewatch: PC stocks hit the rocks

    And let us not forget the cloud. Why have a powerful new PC when all the data processing can be done in an instantly-scalable virtualised datacenter?
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    Re: Analysis - HEXUS.sharewatch: PC stocks hit the rocks

    Quote Originally Posted by Steve View Post
    And let us not forget the cloud. Why have a powerful new PC when all the data processing can be done in an instantly-scalable virtualised datacenter?
    Many reasons, although I don't expect you actually wanted an answer to that

    Competition from new devices is, as you mention, likely to be a contributing factor. But how many shares have gone up recently? I wonder how they compare to the whole market?

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    Re: Analysis - HEXUS.sharewatch: PC stocks hit the rocks

    Quote Originally Posted by Rob_B View Post
    Many reasons, although I don't expect you actually wanted an answer to that

    Competition from new devices is, as you mention, likely to be a contributing factor. But how many shares have gone up recently? I wonder how they compare to the whole market?
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    There ya go!
    the S&P 500 is slightly down over the past 7 days
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    Re: Analysis - HEXUS.sharewatch: PC stocks hit the rocks

    So many companies are really heavily cutting their investment in new infrastructure, that includes IT.

    Traditionally the businesses have been the real profit centers for technology firms, with the exception of gaming graphics hardware. But even those guys are aiming for the businesses rather than just gamers now.
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    Re: Analysis - HEXUS.sharewatch: PC stocks hit the rocks

    There is also a seasonal effect, the market drives the price up at the end of the tax year to make people pay more for less then it drops as new money/support falls away. Got to love it!
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