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While we wait for Microsoft’s report on the 4th (fiscal) quarter this afternoon after the market close, IDC reported a relevant statistic: worldwide PC shipments were up by 12% in the 2nd (calendar) quarter of 2007 compared to 2006. The biggest jump was in Asia (up 20%) and Apple moved into a tie with Gateway as 3rd place US vendor, but presumably this still presages good news for Microsoft’s Windows Client and Office sales.
July 19th, 2007 at 8:06 PM
[...] Revenue was slightly above and income slightly below PC sales growth for the quarter, so it’s not really clear that Microsoft is getting any meaningful benefit from the premium mix increasing “17 percentage points to 72% driven by the demand for Windows Vista Home Premium.” Helping income was a 1% headcount decrease. [...]