“Estimates for 2013 and 2014 PC shipments have been cut to negative 10 percent and negative 8 percent year-to-year, respectively, from previous estimates of negative 8 percent and negative 6 percent, wrote Chris Whitmore of Deutsche Bank Equity Research in a note to investors on Monday,” Crothers reports. “Here’s an excerpt from the note. ‘We… expect growing [desktop] virtualization and iPad deployments in the enterprise to pressure corporate PC sales through 2014-15…We expect AAPL’s [Apple’s] iPad refresh to include 64 bit architecture, which should enable a greater array of enterprise App development and facilitate greater enterprise penetration over time.'”
Crothers reports, “Whitmore is referring to the expectation that the upcoming iPad 5 and future versions of the iPad Mini will get Apple’s 64-bit A7 processor. And tablets overall will continue to erode PC market share, Whitmore said, adding that demand for Windows 8 back-to-school PCs ‘appears tepid, at best.'”
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MacDailyNews Take: A7X.