The PC Is Back! Or Is It?
After years of declines, Gartner expects PC shipments to grow again in 2015. While that's good news for related stocks -- Intel and Microsoft , in particular -- a sustainable recovery is unlikely, Fool contributor Tim Beyers says in the following video.
Gartner's estimates peg PC shipments at 317 million in 2015, up from about 308 million this year. Microsoft's retiring of Windows XP appears to be the catalyst. Gartner predicts that 60 million PCs will be upgraded this year, PC World reports.
Yet, that's not repeatable business. Nor can the industry count on shaking lose more upgraders when so many are taking extraordinary steps to stay with XP, including using patches meant for an embedded edition of the OS to patch known security holes in the PC version.
Meanwhile, tablets are on pace to permanently overtake PCs. Gartner expects tablet shipments to top 321 million next year. up from 207 million in 2013. Yet, that's not entirely bad news for Microsoft. To its credit, the company has diversified into gaming and new hardware, including the convertible Surface Pro 3 -- a tablet that takes aim at the very PC laptops that were once Mr. Softy's bread and butter.
What should investors do with this sudden and possibly short-lived resurgence? Probably nothing. Tim says there's no reason to bet on PC-dependent stocks when virtually all other signs point to the rising influence of mobile devices.
How to profit when the PC is finally dead and buried
Apple recently recruited a secret-development "dream team" to guarantee its newest smart device was kept hidden from the public for as long as possible. But the secret is out, and some early viewers are claiming its everyday impact could trump the iPod, iPhone, and the iPad. In fact, ABI Research predicts 485 million of this type of device will be sold per year. But one small company makes Apple's gadget possible. And its stock price has nearly unlimited room to run for early in-the-know investors. To be one of them, and see Apple's newest smart gizmo, just click here!
The article The PC Is Back! Or Is It? originally appeared on Fool.com.Tim Beyers is a member of the Motley Fool Rule Breakers stock-picking team and the Motley Fool Supernova Odyssey I mission. He owned shares of Apple at the time of publication. Check out Tim's web home and portfolio holdings or connect with him on Google+, Tumblr, or Twitter, where he goes by @milehighfool. You can also get his insights delivered directly to your RSS reader.The Motley Fool recommends Apple and Intel. The Motley Fool owns shares of Apple, Intel, and Microsoft. Try any of our Foolish newsletter services free for 30 days. We Fools may not all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors. The Motley Fool has a disclosure policy.
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