So what can we expect? I foresee that the general uptick in mobile PCs geared toward enterprise users will continue for at least the next two to three quarters -- and likely beyond that. The uptick won't be as dramatic as we've seen in the past, but it will be steady and substantial. This will have major positive impact on Intel (and other chip suppliers, like AMD), and on OEMs focused on business users, like Dell, HP and Lenovo. I further expect 20% to 25% of business users to adopt the two-in-one devices over the next one to two years, in some cases replacing their existing tablets (which they will then likely hand down to their families). This will raise the average price per machine into the $700-to-$1,000 range for typical business users, giving all of the vendors a boost. And it will have a positive impact on Microsoft OS revenues and additional software upgrades.
It's pretty clear that the PC market in enterprises is not dead. The workplace is certainly becoming more mobile-oriented, and tablets (and smartphones) will continue to have a major impact on apps and user interactions. But for those enterprise workers looking for optimized platforms to do complex tasks, it's hard to beat the versatility and performance of a PC. And that's why the PC is going to see an upswing after its relative drought.
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