MSFT: Sell-side commentary on PCs remains gloomy....

10:41 AM Sell-side commentary on PCs remains gloomy. Longbow's supply-chain contacts think desktop shipments will fall 5%-10% this year, worse than the 4% drop the firm predicts for Intel's (INTC) desktop business. It expects a slow Haswell ramp as high inventories lead OEMs to stick with Ivy Bridge. It also sees integrated graphics taking more share from AMD and Nvidia's (NVDA) GPUs. Meanwhile, Nomura notes Windows 8 (MSFT) demand remains muted, but holds out hope for a 2H pickup thanks to pricing, battery life, form factor, and app ecosystem improvements. Read comments

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MSFT price at time of publication: $28.02. Check MSFT price now »

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