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PC Giants Predict Delayed but Massive Upgrade Wave

Dell and HP executives have acknowledged a delay in the anticipated commercial PC refresh cycle. Michael Dell, speaking at the Citi 2024 Global TMT conference, stated that the refresh cycle "has been delayed for sure." The Register adds: Without offering any reasons for postponement -- and not being...

The Register adds: Without offering any reasons for postponement -- and not being pressed for one by the analyst interviewing him -- the billionaire reckoned the size of the refresh is "going to be even bigger" because of it. Enrique Lores, CEO at rival PC maker HP, who spoke at the Goldman Sachs Communacopia + Technology conference this week, agreed enterprises are also about to invest in new lines. Microsoft⦠will start discontinuing their support for the previous versions, and this always ties the replacement and upgrade," he said, adding "this is going to be driving demand in the coming quarters."

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