There's a lot of speculation there for both directions. When we talk about stock worth about the business side of things, it get's pretty murky. Stock is souly based upon investors, the company's direction, and how that's dissolved into the investor's monetary taste buds. Will Intel lose money? Yup. Will Intel's adjustments scare investors that are in it just for the money? Yup, and I'm sure they're bailing. Is it an indicator of the industry as a whole or the movement of the company? Not at all...they're just money movers and not at all technical indicators.
I feel Intel is fine in the stocks, but MS scares the shit out of me. They're not just PC, but were the focal point of the last big Mac release. "Oh, they got Ivybridge...big deal". I feel Win8 is a disaster just as ME and Vista, but there's hope in that it pulls through with the Win8 mobile release (Nokia 920) and some dream that it can make it to a tablet (Surface=up in the air) and get the OEM's to buy into touch PC's on our desks. I digress...Intel is fine and is a hold, but MS and the PC OEM's should make a re-take. Dell is moving to support for gains and not boxes and outside of that people aren't buying pre-built OEMs currently or a long time to come. They're buying smart phones and tablets as all they ever really needed as a whole is a phone with basic internet shit bundled in.
We're a bit elite and are blind for the most part. We know the need for power. But the masses just need a device to post FB/Twitter quickies and do about 5 Instagram pictures a day to make their day. That's where the smart-phone itself is really clouding the expectations of PC's as a whole. Hell, we've seen this forum itself fall flat on it's face as most move to one-way mobile media.
Will PC's die? No. Will it be bad for PC stock holders? Yup. Is it an indicator of PC's falling at all? I say no...but that's with the hope that humanity doesn't just click and pick their $500 life decisions. I feel they're sheep and overspend for a limited iTablet instead of a desktop for $500 and only education can help that. There will always be iN00bs at Disney Land/World taking pictures/videos with iPads instead of a point and shoot (or a serious DSLR for the same price). And there will be Fire Fans that just want a simple device to read books and do minor App gaming. Somewhere in there are us, and I feel we've always been there and we don't flex a whole lot on our choices.
Geeks in the know always have a desktop. We may have a Tablet or smartphone (pick your flavor) for a side gadget, but we also know the importance of a powerful desktop. The masses flux a lot and have never really affected us, but I think the current downgrade is only from the outflux of users that were never really intended for our crowd, AMD nor Intel are really fully in this market, and that people don't have $2K to toss around as we focus on debt rather than toys.
All just my opinion. PC sector is headed for a bad section, but not a true indicator of direction. I think it's in for a buy as console gaming dies on the vine (besides 10yo's their parents purchase as babysitters), PC gaming grows again, and folks grow old of simple Roku boxes for aged streaming media. Basically, the non-informed are buying simple devices, finding limitations, and are opening their eyes that it's just not what they want.
Edit: Changed 930 to 920.
Last edited by Chumly on Thu Sep 13, 2012 10:06 pm, edited 1 time in total.