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Kevin McCarthy: The first one is continuing evidence of weak demand for PCs and PC-related products, which I still think could jeopardize near-term earnings performance.
Canalys writes that commercial demand for PCs is "improving" as PC owners upgrade from Windows XP and subsequently need to get new devices.
Now, "the stage is set for Windows 10 to lead them into their next phase of growth, but as you see less demand for PCs, Microsoft needs to figure out what their next magic trick is," Ives said.
But demand for PCs has plunged.
Dell's slump stems from weakening demand for PCs as more technology spending shifts toward smartphones and tablet computers.
A more pessimistic view is that a lot of the consumer demand for PCs will never return.
Similar(26)
It speaks to the demand for Apple products throughout China".
The conflicts in Mali, Syria and Palestine are stoking demand for Libyan weapons.
Mr Voser reckons demand for LNG will double in this decade.
If anything, the underlying demand for Treasury bonds is rising.
Demand for HFCS declined by 8% between 2007 and 2009.
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