Bekker's Blog

Blog archive

PC Processors to the Rescue!

I've been scratching my head lately as I've compared the government's statistics for third quarter GDP growth against the corporate earnings of the IT titans. The U.S. GDP is supposed to be up 3.5 percent for Q3, while Microsoft, Tech Data and Ingram Micro all reported double-digit declines in revenues over roughly the same period.

But finally, some positive news out of the tech sector. IDC says worldwide PC microprocessor shipments in Q3 "rose substantially and to all-time record levels for a single quarter." The bounce in shipments is 23 percent quarter over quarter. Revenues for the same period are up 14 percent.

The story is more subtle than a 1:1 relationship with the U.S. economy. The chip growth doesn't actually line up with the U.S. economy, which IDC notes is still hamstrung by housing foreclosures and rising job losses. Many of these chips are being manufactured in China for sale in netbooks there, and IDC warns that the Chinese market is opaque -- inventory can hide in lots of places. But let's keep our fingers crossed that this could be the start of something good.

Posted by Scott Bekker on November 10, 2009 at 11:58 AM


Featured

  • The 2020 Microsoft Product Roadmap

    From the next major update to Windows 10 to the next generations of .NET and PowerShell, here's what's on tap from Microsoft this year.

  • 2020 Microsoft Conference Calendar: For Partners, IT Pros and Developers

    Here's your guide to all the IT training sessions, partner meet-ups and annual Microsoft conferences you won't want to miss. (Now updated with COVID-19-related event changes.)

  • Microsoft Closing Most of Its Retail Stores

    Microsoft on Friday announced a major shift in its retail operations, with plans to close most of its physical Microsoft Store outlets in favor of online sales.

  • Matrix

    Microsoft, Harvard Describe Joint Privacy Initiative

    To facilitate data sharing while still preserving data privacy, Microsoft and Harvard have embarked on a set of open source tool called the "OpenDP Initiative."

RCP Update

Sign up for our newsletter.

Terms and Privacy Policy consent

I agree to this site's Privacy Policy.