PCs appear to be taking a backseat to the ever popular and
always innovative tablets, currently offered from the likes of
), Amazon.com (NASDAQ:
) and soon Microsoft (NASDAQ:
). As the competition comes to a head, others want to hop on the
bandwagon before it's too late, as Hewlett-Packard (NYSE:
) and Dell (NASDAQ:
) are both set to launch combination tablet PCs after the release
of Windows 8.
, the competitive duo will each begin a new Windows tablet venture
in 2012, with Hewlett-Packard adopting chip solutions from Texas
Instruments (NASDAQ: ) and Dell using chips from Qualcomm (NASDAQ:
Both Hewlett-Packard and Dell have some fierce sales to catch up
to if they plan on dominating the tablet industry anytime soon.
Taiwanese supply chain makers recently said that Apple is expected
to move about 19.5 million iPad and iPad 2 panels in the company's
third quarter alone.
"As Apple is revising the new iPad and plans to launch a new
version of iPad, the vendor is expected to adjust inventory level
of iPad panels, with shipments decreasing in July and August and
then increasing in September, the sources said,"
While Apple's autumn shipments are projected to experience a
boost, Hewlett-Packard may see a rough month in October. Jefferies
noted that the company may endure weak printer sales, as
foreshadowed by Canon's (NYSE: ) lowered printer guidance (the
company from which Hewlett-Packard sources its laser printer
However, these estimates could all change with the introduction
of a new tablet. The question is, when can the new models be
expected to launch?
While the report stated that competition such as Asutek Computer
and Toshiba have already introduced Windows RT tablet PC designs,
it gave no indication for when Hewlett-Packard would drop its model
on the scene.
Dell's Windows RT tablet PC will likely be made available on
store shelves after October 26.
Hewlett-Packard closed Wednesday at $17.66, down nearly 31.5
percent year-to-date, while Dell was also down about 19.5 percent
year-to-date, closing at $11.79.
(c) 2012 Benzinga.com. Benzinga does not provide investment advice.
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