Zeev's Turnips Patch-No Politics (ZEEV)

[marketmaven]

"Subdued" PC sales - Even HPQ Noted it !

Langostino- Excellent post. CIO Carly at HPQ pointed out in recent call that Corporate IT demand was just 1-2%, NOT 4% like some were pushing. She also made it clear that the Personal Systems Group (PSG) was sufferring 10% price erosion in notebooks abut that overall PSG operating margins are just 1% on $6.2B in sales. Consumer inventories were already at 5 1/2 weeks with a weak January for PC sales...