Wednesday, November 01, 2006

The PC Board Treadmill

Sales of PC boards have dropped dramatically. This year there was only 8.8 percent growth, down from a historical average of 15 percent. Henry King, the analyst at Goldman Sachs, had this to say:

"While we maintain our positive view on Vista's impact on the PC upgrade cycle for the next three years, we believe Vista has shifted (fourth-quarter motherboard) seasonality to early 2007," King said.

Positive View, that the key phrase here. These new operating systems seem to get churned out just in time to save the associated hardware industry. But the question you have to ask yourself is - is this the right move for you?

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