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Banc of America said, "We believe that there are new secular dynamics that are impacting PC purchase patterns, and hence, PC unit growth, making our regressions less meaningful".
"We believe that there are new secular dynamics that are impacting PC purchase patterns (a paradigm shift), and hence, PC unit growth, making our regressions less meaningful, though still a useful guideline," the analyst said.
News reports have suggested IBM may sell its PC unit to Lenovo Group, China's largest maker of PCs.
"It is totally a laptop," said Alexandra Loeb, vice president for Microsoft's Tablet PC unit.
Revenue for the PC unit jumped 17percentto to $8.7 billion.
In 2011, Chief Executive Officer Meg Whitman ended efforts by her predecessor Leo Apotheker to spin off the PC unit.
H.P. said it would take 12 to 18 months to decide what to do with the PC unit.
A spinoff of the PC unit would also reverse H.P.'s $25 billion acquisition of Compaq in 2002.
IDC said PC unit shipments in the second quarter rose 14.5percentt from the period a year earlier, below its estimate of 15percentt.
Some analysts said that while the sales of the company's PC unit were unusually strong, it covered weakness in other units.
It said worldwide PC unit shipments grew 14.5percentt year-over-year in the second quarter, compared with 28.7percentt a year earlier.
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