Loren Loverde
Loren Loverde
add adjusted complexity delay dramatic effect efforts fit impact instead larger marketing microsoft pc release
Instead of a dramatic effect on PC shipment volume, the delay will probably have a larger impact on PC vendor and Microsoft marketing efforts that will need to be adjusted to fit the release schedule. That will add complexity and cost.
drivers forecast growth healthy portable primary sustain
The drivers are still there for PCs, and that should sustain the healthy growth in our forecast. But one of the primary drivers for our forecast is also portable adoption.
couple past rate seen sustained
Over the past couple years we've seen a recovery, but that rate can't be sustained going forward.
general good news strong
The general good news is that it's another strong quarter.