Apple, Dell to gain in \'05

Apple and Dell are the in 2005, according to a new analyst report. Credit Suisse First Boston reiterated a "market weight" rating on the personal computer industry, saying growth will moderate in 2005 due to a lack of significant new product introductions, inelasticity of demand and a refreshed installed base. "Specifically, we expect unit growth in 2005 to be 8% following the 11% growth recorded in 2003 and 12% in 2004. For 2006, we expect unit growth of 7%," as customers await the launch of Windows Longhorn from Microsoft late in the year, according to Forbes.com. CSFB also said hard drive vendors and two-tier distributors are well positioned to benefit from current market conditions.

by MacNN Staff