PC Support Journal

Goldman Sachs claims the corporate PC and PC server refresh will be one of the most important trends in technology over the next two years, positively impacting software and semiconductors as well as hardware. It’s projecting PC growth of 12% next year and 13% in 2011, when the cycle should peak. Revenue growth, however, will be limited to the low to mid-single digits because of aggressive pricing and the shift to lower-end desktops and notebooks. It figures Dell will be the biggest beneficiary because of its outsized exposure to the enterprise.