Which might be very nice for both Apple and the Chinese manufacturing workers who still have jobs and really rather bad for those who lose them as Dell and HP presumably sell less or move manufacturing elsewhere and certainly would be bad for everyone else who works in Dell, HP and the rest as the companies faced those higher costs.
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He was notably less willing than she to compare HP to either IBM, with which HP competes in services and servers, and Dell, HP's rival in personal computers.
Based on Fortune's observations, that's more than Coca-Cola, Microsoft, Dell, HP and Apple each spend.
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Partners in the Open Compute project include AMD, Dell, HP, Intel, Power-One, Rackspace, Skype and Zynga.
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Intel has deep influence over major OEMs such as Dell, HP and IBM.
And neither Dell, HP nor Gateway allows owners to overclock the Intel or AMD microprocessor.
They wanted (and now want) new solutions that neither Dell nor HP is offering.
Gartner and IDC alike agree that Acer, Dell and HP all took a drubbing.
Dell, HP, Intel and Microsoft have all been slow to move and almost seem caught by surprise.
Among the products announced were new notebooks from Apple, Samsung, Dell, HP, Asus, Acer, Lenovo, and Sony.
Synaptics supplies touchpads for 55% of the world's laptops, serving all the big players--like Dell, HP and Acer.
The warning is consistent with other recent cautious commentary on PC demand from Intel, Dell, HP and others.
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Shope expects both Dell and HP to report in-line results, but contends that full-year estimates are too high.
These were 25-digit activation keys used by big PC makers such as Dell and HP to activate Windows.
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Nor does it help that two leading partners, Dell and HP, are having their own rather public business issues.
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And Monday, Acer announced it will buy Gateway in an effort to blunt the threat from giant rivals Dell and HP.
Both Dell and HP have downbeat expectations for the quarter, and disk-drive maker Seagate has projected flat sequential growth for the quarter.
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That said, he points out that both Dell and HP last month reported July quarter PC unit shipments down 10% year over year.
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That cool factor propelled consumers to spend hundreds more for the Apple brand than they would for anything Dell or HP could manufacture.
This is the specification that drive suppliers like Seagate and Western Digital meet to sell them to PC hardware OEMs like Dell and HP.
This isn't helped by the higher typical prices of touchscreen PCs, or by restructuring efforts at computing giants like Dell and HP.
Systems from Acer, Cray, Dell, HP, IBM and many additional channel and motherboard partners are expected on the market in the coming days and weeks.
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Supposedly corporations and households have not been keeping up with the latest computer models, operating systems, and software from Dell, HP, Apple, and Microsoft, etc.
The multi-device, single experience has become the competitive environment for Microsoft, Intel, AMD, Google, Apple, Dell, HP, Lenovo, Samsung, ASUS, HTC, LG, and all the rest.
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Another concern is that by making its own device, Microsoft risks alienating other firms that are working on Windows 8 tablets, such as Dell and HP.
Canonical currently serves the leading PC OEMs: ASUS, Dell, HP, and Lenovo all certify the majority of their PCs on Ubuntu and pre-install it in global markets.
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The company also notes that starting today you can pre-order new Windows 8 PCs and tablets from various OEMs, including Acer, Asus, Dell, HP, Samsung and Sony.
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Dell and HP keep investing cash into trying to find past glory in old markets, but customers shifting to new markets causes that money to be wasted.
Disclosure: Endpoint has consulting relationships with Dell, HP, and IBM.
Within a few years IT departments got the idea they could replace the big servers they'd bought from brand-name Silicon Valley firms with cheapies from Dell, HP and IBM.
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