I still think high 200s in annual shipments may still be too high for PCs. http://www.idc.com/getdoc.jsp?containerId=prUS24700314 … pic.twitter.com/MBatlIrFw0”
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@BenBajarin you were rather bullish just a few months ago. What changed?
@monkbent I still am for the coming refresh. But that is a short term fluctuation. After that full contraction to new normal levels.
@monkbent their chart (not that one) still has in the 280 range out to 2018. That part is the bit I think is too high.
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