Fundamentals are improving and we expect the current PCrefresh cycle to continue to lift both chip makers results, as pent up demand starts to work through the system.
But he says that PC demand from commercial customers remains robust, thanks in part to continuing PCrefresh for companies upgrading to Windows 7, as well as consistently strong demand from the emerging markets for both consumer and commercial PCs.
It'd be easy enough to tell you just wait for a refresh, which is how we've been ending all of our PC reviews in the weeks leading up to this year's Computex.