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Brief: Brace for possible weak PC sales in 4Q23, but ITAD vendors should benefit from that

Intel had its big event in New York City on the 13th of December and both the media and industry analysts have been busy interpreting what it means for the technology sector. Intel is betting on AI to recover leadership in 2024 and said PC OEMs have been building PCs and Best Buy agreed to sell them. This brief looks at what we are seeing on the ground and how this could help the ITAD industry.

First Impression: Arrow Electronics’ 3rd.-Quarter Performance Confirms Weakness in the Component Sector

Nov 2, 2023

Arrow Electronics may be a good indicator of what’s going on in the electronic components and computer products businesses. Today the company reported both good news and bad news. The good news is that beat estimates, reporting $4.14 per share while analysts on average had expected the company to earn $3.51 per share. The bad news is the real stuff on the ground.

A heated 2024: Intel on overdrive to get its ISV partners to join its AI PC program

Nov 1, 2023

Intel is working hard to get its new ‘Intel Inside’ in “more than 100 million PCs through 2025.” An announcement on its Core Ultra processors is scheduled to take place on Dec. 14. The goal here is to get partners excited about launching the AI PC, which Intel...

Microsoft’s message: “buckle up, 2024 is coming”

Oct 31, 2023

Microsoft is bullish about 2024, so much so that last week it told analysts that 2024 will be a better year than they have been predicting. What does that mean for savvy ITAD vendors? Three things are likely to take place in the short, medium and long terms…

CHAT

update

Brief: Brace for possible weak PC sales in 4Q23, but ITAD vendors should benefit from that

First Impression: Arrow Electronics’ 3rd.-Quarter Performance Confirms Weakness in the Component Sector

A heated 2024: Intel on overdrive to get its ISV partners to join its AI PC program

Microsoft’s message: “buckle up, 2024 is coming”

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Understanding the circular economy: opportunities and challenges

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How End-User Companies Learn About Enterprise ITAD Practices

Intro: How End-User Companies Learn About Enterprise ITAD Practices

Intro: ITAD Industry Performance Update and Outlook

Pulse: Some Signs to Support ITAD Executives’ Optimism on a Better 2H2023

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