Latest ideas and analyses related to PC market

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DELL , AAPL , HP

+32 pts



PC units decline sharply in 2Q as consumer demand weakens

By bbern3 on July 12, 2022, 12:55 p.m.
Tagged topics: PC market

Views: 14, Votes: 3, Responses: 0, Attachments: 1
HPQ

+31 pts



$HPQ PC Supply/Demand Normalization Increases 2H Risks

By realmomobags on June 1, 2022, 3:44 a.m.
Tagged topics: earnings results , PC market

Views: 11, Votes: 1, Responses: 0, Attachments: 1
AMD , INTC

+34 pts



$AMD $INTC Positive Notebook Shipments Trends

By Btam on Jan. 4, 2022, 10:38 p.m.
Tagged topics: demand , earnings preview , PC market

Views: 54, Votes: 2, Responses: 0, Attachments: 1
INTC

+36 pts



$INTC - Morgan Stanley cuts estimates in anticipation of PC inventory correction

By bbern3 on Oct. 6, 2021, 11:55 a.m.
Tagged topics: analyst lowers estimates , Morgan Stanley , semiconductors , PC market

Views: 186, Votes: 2, Responses: 0, Attachments: 2
AMD , TSM , INTC , AAPL

+35 pts



RayJay data indicate a bullish outlook for semiconductors as inventory levels are brought back to normal in 2022, but highlight risks in PC end-market

By bbern3 on June 17, 2021, 10:52 a.m.
Tagged topics: Raymond James , semiconductors , inventory levels , supply catch up to demand , PC market , back to normal

Views: 213, Votes: 2, Responses: 0, Attachments: 11