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PCs

HP – The eggs have landed.

          HP loses more face over Autonomy. The end of the criminal investigation into HP’s allegations of fraud at Autonomy leaves the management of HP with...

RFM 2015E – Top 5

          The PC market is likely to offer the biggest surprise in 2015E Wearables The technology industry is likely to continue scratching its head over what...

Intel Q314A – Waiting for Godot

          Core M is the key to a laptop replacement cycle. Intel reported solid Q314A results as corporate PC demand continues to keep the PC market...

PCs Q3 14A – Big is beautiful

          Only bad marketing keeps the PC market from growth. Both Gartner and IDC have released their Q314A figures for the PC market which continues to...

Windows 10 – Company carrot

          Windows 10 aims to keep the corporate cycle from collapse. Typically when Microsoft makes a major new release it fares badly and then the next...

Microsoft – Glaring Obsolescence

          Microsoft is still missing the opportunity created by laptop obsolescence. The Surface Pro 3 is far more than a laptop replacement but so far Microsoft...

HPQ Q3A – Gentle drift

          HPQ is drifting from one quarter to the next with no direction.  HPQ reported good Q3A revenues as market share was gained but weaknesses in...

Lenovo Q1A – Breathing space

          Improvements give Lenovo more space to invest and execute. Lenovo reported good Q1 results as its handset business and PC business both grew share. This...

Surface Pro 3 – Portable desktop.

          Not a laptop replacement but something much better. The Surface Pro 3 has significant issues but it is the first product capable of changing the...

PCs Q2A – Signs of life

          RFM still expects the PC market to grow in H2 2014. Both IDC and Gartner gave their estimates of the PC market in Q2 and...