In article <ti2mmj$11ata$
1@dont-email.me>, Alan <
nuh-uh@nope.com>
wrote:
With supply issues and the fact that people knew the Apple Silicon Macs
were coming...
And the "supply issues" largely involves Intel CPUs and PC chipsets.
Because after 10 years of declining sales, no one is building new PC
chip factories. Notice that Apple has no problem having record quarter
after record quarter with iPhones and iPads.
The last couple years have been a blip on the PC sales radar. PC sales
briefly went up because everyone was suddenly working from home. Why?
Because no one had a Windows PC at home. Why? Because they did not
need one.
Now that most people are back to work in offices, we can expect PC sales
to drop again in the next year or so. In fact, new PC sales might
really crash as people sell their home Windows PCs because they are not
needed anymore. A glut of used Windows PCs on eBay would really drive
down the sales of new Windows PCs.
I would not be surprised to see a Dell/Lenovo/HP/Asus/take your pick
merger. That's what happens when too many companies are competing in a shrinking market.
...and that the Apple Silicon Macs turned out to be incredibly awesome...
Yes they are. Not to mention the iPads.
...this makes perfect sense.
Yep.
The future is ARM. Now is the time to dump your Intel stock.
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