Rob Enderle Buy Quotations

Few things could have done more damage to the 2006 PC market then the slip of Windows Vista. This will have an adverse impact on a broad cross section of components and platform PC suppliers who depend on the 4th quarter to make their numbers. The big issue is consumers typically do not wait to buy, and will chose to buy something else and now wait until later in 2007 to purchase their computers.

We already know when consumers don't buy in the fourth quarter, they don't come back in the first quarter. This has created a market opportunity that is unprecedented for Apple if they can execute.

If your company has a lot of desktops, you might buy AMD to protect your infrastructure,

Intellectual property litigation has been increasing steadily for the last several years. As a result, indemnification against this litigation not only has become a requirement for any technology purchase, it strongly pushes companies toward the buy side of the build-versus-buy decision. Microsoft's indemnification stands as one of the most comprehensive in the market, setting a high bar for competing platforms.

If you wanted to buy a machine that would still be a viable box in five years, this has that argument.