Friday, January 11, 2013

MSFT: Global PC shipments, Windows 8 units and all,...

11:27 AM, Jan 11. Global PC shipments, Windows 8 units and all, fell 6.4% Y/Y to 89.8M in Q4, according to IDC. That's slightly better than Q3's 8.6% drop, but worse than a forecast for a 4.4% decline. The decline may have been worse if inventory replenishment didn't lead U.S. shipments to fall a relatively modest 4.5%. IDC still considers H-P (HPQ -2.1%) the world's top vendor, and estimates its share rose 90 bps Y/Y to 16.8%. But #3 Dell's (DELL -1.6%) share fell 190 bps to 10.6%. Apple's U.S. share rose 50 bps to 11.4%. AMD -1.9%. STX -1.3%. Read comments

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