Second-quarter PC shipments are grim. They're flat globally, but down 5.7 percent or 10.6 percent in the United States, depending on whether Gartner or IDC counts the numbers. IDC puts Mac shipments down for the first time in years (Gartner disagrees). When the malaise hits Macs, Cupertino, we have a problem.
Is it the calm before the big sales storm or the new normal, as consumers and businesses snap up smartphones and tablets? There's no easy answer until Apple and Microsoft ship new operating systems. Likely, it's combination of both, as manufacturers buttress against the slowest sales quarter of the year by cutting back channel inventory and preparing for dramatic changes in computing purchase priorities. The one certainly: The quarter sucked spoiled eggs cooked over-easy.