“Yesterday, at an analyst meeting at CES in Las Vegas, Microsoft warned that fourth-quarter PC sales would come in worse than expected due to supply-chain disruptions stemming from the Thailand floods,” Michael Comeau writes for Minyanville.
“The only problem is this. We’ve known about the Thailand floods’ impact on the PC industry for months,” Comeau writes. “Every company in the PC supply chain from Hewlett-Packard to Dell to Seagate has talked about it on their respective earnings calls.”
Comeau writes, “No doubt, Thailand had its impact on PC production levels, but it’s also a convenient distraction from deeper, secular issues, namely Microsoft’s lack of meaningful exposure to the mobile-device boom being dominated by the likes of Apple, Google, Samsung, and Amazon… Now I realize that I’m once again putting on my Captain Obvious hat, but it looks like Microsoft is trying to soften the blow of a really, really lousy quarter for the Windows business by blaming Thailand. As in, HDD shortage or not, Microsoft was going to have one stinky quarter.”
Read more in the full article here.
MacDailyNews Take: The worm has turned and no amount of flooding can hide it.
[Thanks to MacDailyNews Reader “The Other Steve” for the heads up.]
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