Consumer Electronics
Dell (DELL) News Not Good For Intel (INTC), AMD (AMD), And Microsoft (MSFT)
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It may be worth noting in passing that the comments of Dell’s (DELL) CFO during the company’s earnings call are bad news for any supplier of PC components and software. Brian Gladden said “Demand is still not improving.”
If his assessment is right, sales of Microsoft’s (MSFT) Vista could be hurt and the launch of Windows 7 may not be as much of a success as has been anticipated.
Intel’s (INTC) CEO said that the company was looking at a recovery in its business toward the middle of the year. That is looking less likely. Troubled chip firm AMD (AMD) has finally forecast a profit. Maybe not.
Rumors of an improvement in tech spending look like they are premature.
Douglas A. McIntyre
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