Windows 7 may not spur PC replacement until 2H10
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Windows 7 is unlikely to have any obvious impact on PC demand in the tail-end of 2009, according to sources at notebook players, who believe demand should not be expected to pick up until the second half of 2010, when large enterprises and governments begin to expand their expense budgets.
Based on past experience, PC replacement demand is not driven significantly by the consumer market, but rather enterprise and government purchases, the sources noted. The sources noted that since most enterprises in Europe and North America are expected to start planning annual purchasing budgets for the year in March and April of 2010, actual replacement demand is not expected to spur until the second half of the year.
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