US stock comment: The predicament of personal computer industry

　　Introduction: MarketWatch is written now civil say, to personal computer industry, one of last obstacles are the concept that depends on a client actually. Enterprise and individual consumer are very much apt continues to use existing computer, improve to macroscopical economy all the time, oneself at hand no longer so short of money when. It is full text below:

Season of return to school after the vacation arrived eventually, long-term since the vague impression that gets dozen of personal compu dog crates large strong ter industry that control to appeared to also see a hope accordingly fully.

Last week, investor in succession from Dai Er (a certain number of good newses were heard over there DELL) and Intel. Zhou Si, it is good that Dai Er was released report at outstanding achievement of anticipated season of the 2nd money. Next, zhou Wu, intel was increased again battalion of oneself season of the 3rd money closes reach profit margin to anticipate.

Need not verbosity, these positive factors buy deed in what season of return to school after the vacation should be attributed to on degree quite, and stem from similar reason, wall street also begins vivid capriole to come, they are talking about Microsoft (the newest version of MSFT) window operating system -- latter will be released on October 22. People begins to believe, of Windows 7 come out will guide computer industry to receive more powerful impetus in next year, they predict, of this one new software appear will drive enterprise user enter to upgrade newly periodic.

Such hopeful cannot say to do not have any truths of course, but as investor, still had better be a bit more careful, because the thing is actually,decide by the element of many sided.

In the past among 3 months, the inventory of personal computer industry reduced historic low. The analyst of FBR Capital Markets uncle case (a research that Craig Berger) releases in Zhouwu points out among the report, the stock near future of manufacturer of personal computer hardware looks had achieved " history on lowermost level " . This to chip manufacturer character is a favou the most popular selling dog stairs r apparently, such as Intel, AMD(AMD) , Nvidia Corp. (The NVDA) company that sells chip to computer firm will from which benefit.

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Accordingly, for complement they already extinct inventory, computer firm must be handed over to chip company a certain number of large order, and bring up tremendous impetus for latter, what Intel of no less than sees now such. Uncle case shows, he thinks investor should consider average chip, future a defeat of any share price inside period of time the opportunity that is average, reason is, in " global demand promotes " when, such inventory level is improper apparently.

Nevertheless, real computer firm, the life still cannot say already feel well rises, after all the major trend that they are in personally now is the sale gets online this, and the characteristic with the biggest latter depends on low case and low profit margin, this kind of trend is short-term in the sign that cannot see a change. The market studies Zhou Yi of the DisplaySearch below banner of company NPD Group expresses, this year among the 2nd quarter, get online this shipment volume rises considerably, its grow speed to be equivalent to the price expensive of much jotter double -- get online this shipment is measured than grow 40% first quarter, and jotter has 22% only however.

Meanwhile, on market of integral shift personal computer, get online to also make a significant presence increasingly originally. DisplaySearch points out, between the 2nd quarter, get online to had moved in the whole world originally the share of 22.2% was held among volume of personal computer shipment, and a year before 2008 the 2nd quarter, this one proportion most popular selling dog crates large still has 5.6% only.

To computer firm, get online this favour of since of big its thing also is evildoing, although this can promote their shipment volume figure, but meanwhile, the growth that also can restrain to battalion forms suppress, after all the price of this kind of product is too low.

The occurrence of this one trend and development got farther enlarge because of the crisis of macroscopical economy level, and current condition looks, the occurrence that it won't accompany Microsoft new operating system apparently and disappear. Although Microsoft respect has announced Windows 7 will apply most popular selling dog stairs a dvd discovery 3 t getting online this, but its a few version will appear in jotter market apparently, and than getting online our market gains ground more.

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We can imagine, what Windows 7 rolls out is overnight, personal computer manufacturer can cut the price of old product considerably apparently. We also can imagine likewise, it is under current situation, of those discretion, the consumer that cares price issue truly is met apparently more apt is bough dog crates large breed t cheap, install older XP system get online this, and the product of the new software that won't choose those use high price.

Although got online to bring sale for personal computer industry originally, but this cannot say apparently is the sort of sale that they hope to get truly. Industry analysts point out, the money of season of the 2nd money from Dai Er can see in the newspaper, the average price of their product was reduced greatly. The analyst Beckman of BMO Capital Markets (Keith Bachman dvd discovery 4 ) is expensive, product of mobile personal computer is average sale price glided 21% , although un dog crates large dogs it shipment is measured,do not have any change actually.

Similar case is in actually HP (HPQ) also can see among the money newspaper of season of the 3rd money. HP expresses in money newspaper, company mobile computer closes when season battalion glided 10% , and meanwhile, their shipment volume is actually relatively the corresponding period grew 19% last year.

To personal computer industry, one of last obstacles are the concept that depends on a client actually. Enterprise and individual consumer are very much apt continues to use existing computer, improve to macroscopical economy all the time, oneself at hand no longer so short of money when.

Hua Qi's analyst increases heart offer (Richard Gardner) considers to point out among the report in last week, "Shipment of unit of global company personal computer is measured from 2008 second half of the year begins to glide, and continued all the time among 2009, life of average outfit engine was lengthened greatly. Life of average outfit engine was lengthened greatly..

Gardner expresses, the presiding information officer to a certain number of enterprises undertook beautiful banner not long ago investigate, result discovery, these tall canals of the United States and European enterprise people 52% " plan to turn before the end of the year and used Windows Vista 2010 or 7, and among their existing personal computer, only half left and right sides suits new operating system " .

This is the setting that current Windows 7 rolls out. I feel, consumer and enterprise had been been tired of long-term since more or less does Microsoft contain those who force imply to upgrade periodic, always hope to be able to keep away from as far as possible. No matter be the presiding information officer of average consumer or enterprise, cash dvd discovery best buy is have too many problems to deal with, their attitude is very simple also -- the car is not pushed simply.

(Article author: Therese Poletti)