IMAGE: Laptop99 


BY: LINDSEY WOLF

 

You're watching multisource tech video news analysis from Newsy.


PCs are dying - at least according to Goldman Sachs. All because of the tablet, which the investment firm says is one of the most disruptive forces in the tech world in 30 years.

Daily Tech: “...[T]ablets will eat into the PC market so heavily that they will start a reshuffle in who profits most in the PC industry that is currently dominated by Microsoft and Intel.”

So why are so many making the switch? Urgent Communications says, while laptops first made computing mobile, tablets have taken it one step further by making it easier and faster - especially in the sales force.

“In the past, sales representatives took up valuable time with doctors booting up a laptop, finding the presentation and hooking it up to a projector. Now, in three seconds, a sales rep can instantly turn on the iPad and make a presentation in about two minutes.”

Despite this, companies like chip maker Intel - did better than expected in the first quarter. While this eases some fears about the fate of PCs, chip analyst Romit Shah tells CNBC’s Squawk Box, they’re not in the clear yet.

“Intel had a great quarter. They beat on revenue by $1.2 billion which was that largest surprise in over a decade. That being said, the problem that I have is PC demand is worse than we expected 90 days ago ... I don’t think PC demand is very good and ultimately that’s gonna come back to Intel.”

While the tablets work well for common tasks - like checking your e-mail - they can’t replace the laptop in all respects.

The Wall Street Journal: “Laptops still win for intensive work like creating long documents, or doing anything that requires precision and benefits from a physical keyboard. They also are more compatible with printers and external disks.”

But a blogger for VentureBeat says the PC isn’t actually going away, it’s just changing.

“The role of the PC for many consumers is already evolving into that of a personal server – a memory-rich, content loaded device that serves to store and sync content to mobile devices (their primary computer).”

So what about Mac laptops? Are they in trouble too? Actually it’s quite the opposite. Apple saw a 28% growth in Macs in the past year. Apple COO Tim Cook attributes its success to the ability to keep up with the changing technology.

Mac Observer: “We have now had 20 quarters in a row where we’ve outgrown the PC market, and the momentum is still there, and we seem to be the only guys that are really focused on building innovative products in that space.”
 

Follow Newsy on Twitter @Newsy_Videos for updates in your feed. 

 

Get more multisource tech video news analysis from Newsy.

 

Transcript by Newsy.

Goldman Sachs: PC Laptops are Dying

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Transcript
Apr 22, 2011

Goldman Sachs: PC Laptops are Dying

IMAGE: Laptop99 


BY: LINDSEY WOLF

 

You're watching multisource tech video news analysis from Newsy.


PCs are dying - at least according to Goldman Sachs. All because of the tablet, which the investment firm says is one of the most disruptive forces in the tech world in 30 years.

Daily Tech: “...[T]ablets will eat into the PC market so heavily that they will start a reshuffle in who profits most in the PC industry that is currently dominated by Microsoft and Intel.”

So why are so many making the switch? Urgent Communications says, while laptops first made computing mobile, tablets have taken it one step further by making it easier and faster - especially in the sales force.

“In the past, sales representatives took up valuable time with doctors booting up a laptop, finding the presentation and hooking it up to a projector. Now, in three seconds, a sales rep can instantly turn on the iPad and make a presentation in about two minutes.”

Despite this, companies like chip maker Intel - did better than expected in the first quarter. While this eases some fears about the fate of PCs, chip analyst Romit Shah tells CNBC’s Squawk Box, they’re not in the clear yet.

“Intel had a great quarter. They beat on revenue by $1.2 billion which was that largest surprise in over a decade. That being said, the problem that I have is PC demand is worse than we expected 90 days ago ... I don’t think PC demand is very good and ultimately that’s gonna come back to Intel.”

While the tablets work well for common tasks - like checking your e-mail - they can’t replace the laptop in all respects.

The Wall Street Journal: “Laptops still win for intensive work like creating long documents, or doing anything that requires precision and benefits from a physical keyboard. They also are more compatible with printers and external disks.”

But a blogger for VentureBeat says the PC isn’t actually going away, it’s just changing.

“The role of the PC for many consumers is already evolving into that of a personal server – a memory-rich, content loaded device that serves to store and sync content to mobile devices (their primary computer).”

So what about Mac laptops? Are they in trouble too? Actually it’s quite the opposite. Apple saw a 28% growth in Macs in the past year. Apple COO Tim Cook attributes its success to the ability to keep up with the changing technology.

Mac Observer: “We have now had 20 quarters in a row where we’ve outgrown the PC market, and the momentum is still there, and we seem to be the only guys that are really focused on building innovative products in that space.”
 

Follow Newsy on Twitter @Newsy_Videos for updates in your feed. 

 

Get more multisource tech video news analysis from Newsy.

 

Transcript by Newsy.

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