But one longer-range trend that IDC's seen will keep PC makers up at night.
While tablets and smartphones remained relatively expensive, IDC said there was a zero-sum game at work: Dollars spent on tablets and smartphones were dollars taken from PC sales. And when those mobile devices fell in price, as they would inevitably do, dollars would be freed up for PC purchases.
That's not happening. "On the consumer side, tablets and smartphones are very cheap in many markets," said Chou. "But we're not seeing those dollars, that wallet segment, moving their way to PCs."
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