PCs: Better Channel Checks, Still Wait and See on Win 8, Says Williams
Posted on October 01, 2012 at 17:05 PM EDT
In contrast to some negative notes about the PC industry today, Williams Financial‘s chip analyst Cody Acree today writes that original design manufacturers, or ODMs, in Asia, who make branded PCs for the big vendors such as Hewlett-Packard (HPQ) and Dell (DELL), “look to have seen a very healthy September as OEM customers prepare for launch [...]