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The market's troubles have been exaggerated by the dramatic corporate changes at H-P and Dell, which IDC said magnified negative trends.
WSJ: Computer Sales in Free Fall
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Windows pricing for PC makers refers to the average price that Microsoft charges for its Windows Operating System to PC manufacturers like H-P and Dell.
FORBES: Mister Softee Gets Stronger With Sturdier Windows Pricing
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This trend is expected to benefit notebook manufacturers like Dell, H-P and Apple.
FORBES: Dell Should Be $17 Even With Notebook Weakness
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Also, Dell, like H-P, is faced with trouble at the top, which adds some uncertainty to its future.
FORBES: Solid Quarterly Results Expected For Dell, But Struggles Ahead Remain
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Apple is primarily a consumer-oriented company with little presence in the enterprise PC sector, where computer makers like Dell, H-P and Lenovo dominate the business notebook market.
FORBES: Apple Just A Nibbler Into HP And Dell
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Dell will host an analyst call at 5 p.m.
FORBES: Dell Sales, Profit Miss Estimates On Dip In PC Demand, Global Tech Spending
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On Friday, Feb. 16, 2007, Ron Garriques, head of the mobile device unit, announced quite suddenly that at 1:30 p.m. that day, Dell would be announcing that he would be joining the computer maker the following Monday, Feb. 19.
FORBES: Magazine Article
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On Friday, Feb. 16, 2007, Ron Garriques, head of the mobile device unit, announced quite suddenly that at 1:30 p.m. that day, Dell (nasdaq: DELL - news - people ) would be announcing that he would be joining the computer maker the following Monday, Feb. 19.
FORBES: Adviser Soapbox
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He also selected hits among major PC makers, giving Apple an enthusiastic rating, H-P qualified support and sounding some notes of caution about Dell.
FORBES: IPad Whacking PC Estimates, Raising Tablets
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P. for Corporate Strategy David Johnson, has just left Dell this month to join Blackstone signaling a dead end for that pursuit.
FORBES: What Exactly Does Michael Dell Have to Sell?
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He is encouraged, not discouraged, by Dell's brash move into printers, where it confronts entrenched Hewlett-Packard (see story, p. 76).
FORBES: Magazine Article
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The transaction will be financed through a combination of cash and equity contributed by Mr. Dell, cash funded by investment funds affiliated with Silver Lake, cash invested by MSD Capital L.P.
WSJ: Dell to Sell Itself for $24.4 Billion