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WOW. A cool Billion dollars a month in net profit. And we keep hearing all the time how the PC is dead, the iPad and smartphones and tablets are destroying the market, PCs are going away.

Well, looks like - on the strength of their bigger processors used in normal laptops and desktops and servers - those claims are bogus. You don't earn $3 billion in profit (and a healthy 27% margin, second only to Microsoft in the tech sector) from a dying, shrinking market!

Tablets may have the buzz, but I think we just saw the facts that desktops and laptops still have the market, and aren't giving up any time soon...

1 posted on 10/12/2010 6:10:18 PM PDT by PugetSoundSoldier
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To: PugetSoundSoldier

IBM closed today $139.85...what is going on?


2 posted on 10/12/2010 6:11:17 PM PDT by Tribemike1
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To: PugetSoundSoldier

bump for later


7 posted on 10/12/2010 7:48:20 PM PDT by Cacique (quos Deus vult perdere, prius dementat ( Islamia Delenda Est ))
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To: PugetSoundSoldier
Tech is on fire.

Companies are not willing to take on employees...and with the money they are saving they are investing in technology.

Products and services.

Again, Tech is on fire...and you'll see it in the Market over the next 3-12 months.

Wait til you see Cisco, IBM and HP numbers...not to mention VMware and EMC.

8 posted on 10/12/2010 7:56:46 PM PDT by Mariner (USS Tarawa, VQ3, USS Benjamin Stoddert, NAVCAMS WestPac, 7th Fleet, Navcommsta Puget Sound)
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To: PugetSoundSoldier
> And we keep hearing all the time how the PC is dead, the iPad and smartphones and tablets are destroying the market, PCs are going away... Tablets may have the buzz, but I think we just saw the facts that desktops and laptops still have the market, and aren't giving up any time soon...

Of course, but.

Three cheers for Intel -- that's a great achievement, and nothing against their accomplishment.

But did you read Asimov's "Foundation" Trilogy? The Empire was dying -- being eaten away at the edges for centuries -- long before Trantor (the ruling center of the Galaxy) itself showed signs of trouble.

Modern desktop and laptop PCs are but two phases -- these phases are measured in decades, of course -- of small computer evolution. Nothing is forever.

Something will replace the desktop PC (both Windows and Mac). Will it be an all-in-one iMac-style machine? Something will replace the laptop PC (both Windows and Mac). Will it be a tablet, a smartphone, or something else? I don't know, I don't have that kind of vision.

But those who have that vision see a variety of things, and the latest wild products and their successors will push in various directions as the next phase of small computers shapes up.

What is the market now for 10-pound portable computers? What is the market now for all-in-one computers based on CRTs, like the late-90's iMacs?

I'd give it five more years, maybe more but not ten, before the PC (contemporary desktop and laptop style, Windows and Mac) is clearly seen as a declining arena. But decline it will.

9 posted on 10/12/2010 8:24:42 PM PDT by dayglored (Listen, strange women lying in ponds distributing swords is no basis for a system of government!)
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