PC demand is stable. There hasn't been the usual increase in the "dads & grads" season, which in the US corresponds with the end of the school season and Father's Day, but neither has there been a sinking of sales.
To testify that things in the IT field must not lead to jumping for joy but also to the blackest despair as it has seemed in recent days, Ingram Micro. A rather important observatory since it is one of the largest, if not the largest, distributor of PCs in the entire US market and therefore in the world.
"Stable demand – Kevin Presti, one of the Ingram managers, told Reuters -; not negative, not positive, not optimistic and not pessimistic. It is simply neutral. And also on the problem of warehouse levels, Ingram is not particularly worried: “There are no excessive inventory problems – says Prewitt -; the level of stocks from our normal point of view. " Recall that at the beginning of the week some analysts had said that the Ingram Micro warehouses, as regards Apple products, had reached guard levels.
Prewitt then warned about the use of seasonality with which many analysts measure market receptivity. "In this period – he still told Reuters suggesting that we have to navigate on sight in a situation like the current one – we cannot think of shooting or seasonal drops. I don't think it's possible to predict today when there will be a return to this model "
Ingram Micro predicted for the current fiscal quarter the closure of the financial statements between 5.25 and 5.40 billion dollars, in decline compared to 5.62 in the previous quarter.