October 20, 2010
Yes, the Apple (AAPL) iPad is taking over the world and no I won’t shut up about it. We’ve already seen plenty of comments from tech-world CEO’s and execs regarding the iPad’s impact on PC sales, but that didn’t stop Western Digital (WDC) from joining the fray: “We think that when you look at the [...]
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October 4, 2010
I can’t and I won’t and I don’t hide my bearishness on the entire PC industry with the exception of Apple (AAPL). Now here’s an interesting piece of analysis out of market-research firm IDC. Those good folks see tablets, which use flash memory rather than traditional hard-disk drives, puttting a 2-3% drag on hard-drive shipments [...]
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