Tuesday, February 22, 2011

Consumer, Business PC Markets Divergomg?

The latest round of earnings reports might suggest a divergence of consumer and business PC trends. Hewlett-Packard's consumer PC revenue was down 11 percent from last year for the quarter ended January 31, 2011. In contrast, sales of PCs to businesses were up 12 percent.

Dell consumer revenue was down eight percent from last year in the last quarter of 2010. The company appears have done adequately selling to large enterprises and businesses.

Microsoft: revenue from sales of Windows on new PCs was up three percent from last year in the last quarter of 2010. Microsoft says the business PC refresh cycle -- not consumers -- is driving growth in Windows.

One might conclude that consumers are flocking to tablets, while businesses are continuing to hold up Windows PC sales.

Apple sold 7.3 million iPads last quarter, while Mac unit sales were up 23 percent in the last quarter of 2010. Is it a permanent trend?

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