Bladewatch.com

Reuters

SAN FRANCISCO/TAIPEI (Reuters) – As the PC industry embarks on its fitful road to recovery, many are betting that Taiwan’s Acer and HP will lead the rebound with surging netbook sales and a strong presence in booming Asia.

These two PC makers are expected to gain from consumer demand in China, India and other resilient Asian markets, even as corporate demand stays weak in the global economic slowdown.

Acer, the world’s No. 3 PC brand, can bank on its strength in the fast-growing low-cost netbook segment, while HP’s broad customer base and product mix will stand it in good stead.

“Acer will more likely recover quicker because they’re doing well in the pockets that they’re in… they’re one of the lower cost providers out there that is still respected,” said Louis Miscioscia, research director at tech-focused U.S. firm Brigantine Advisors.

An interesting article highlighting opportunities in China, India and other markets, as always as one market closes down, there are always other opportunities in other regions/sectors, I wonder if this is similar in the server/blade sectors? We’ll have to see.

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