Jon Peddie’s latest graphics shipment numbers are in, and the results are well in line with the trends identified in our previous reporting on the Intel and AMD earnings calls. Specifically, the entire channel is preparing for a boost in sales soon, as seasonal back-to-school buying starts. Everyone is also hoping and praying for a round of IT upgrades that are now overdue. The thinking is that there is a ton of pent-up demand in the IT market as everyone is keeping costs down by not upgrading, so all of that demand will have to come rushing into the market the minute that IT managers get some money to spend again. In this respect, the channel is “pricing in” the expected IT upgrade spending, so let’s hope that it isn’t disappointed.
Originally Syndicated via RSS from Ars Technica
