2010年美国IT硬件行业前景展望

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【出版时间及名称】：2010年美国IT硬件行业前景展望
        【作者】：摩根大通
        【文件格式】：PDF
        【页数】：46
        【目录或简介】：

Table of Contents
Overview ...................................................................................3
Key Points....................................................................................................................3
Top Picks for 2010....................................................................6
Apple: The Multi-Year Growth Story..........................................................................6
Hewlett-Packard: It Is More than Just PCs and Printers ..............................................6
Brocade: A Two-Stage Growth Story..........................................................................7
2010 Predictions for IT Hardware............................................9
Sub-Segments Appear in Good Shape.................................13
In PCs, Visibility Continues to Improve....................................................................13
In Servers, We Expect the Near to Mid-Term to Exhibit a Healthy Demand Rebound
..................................................................................................................................13
In HDDs, Business Conditions Could Not Be Better.................................................13
Macro Is Still an Important Swing Factor .............................14
A Return in Business Confidence Could Drive CapEx and Job Creation..................14
Housing and Debt Remain Biggest Risks to Consumer.............................................17
Stimulus Could Fade Later This Year........................................................................19
The Weak Dollar Remains a Bright Spot for U.S. IT Hardware Companies.............19
NT Updates Should Be Good, Not Great ..............................21
Our View on the Stocks .........................................................23
Bucket #1: High Upside Potential to Numbers ..........................................................24
Bucket #2: Moderate Upside Potential to Numbers...................................................28
Bucket #3: Limited Upside Potential to Numbers .....................................................30
Appendices
Appendix I: J.P. Morgan PC, Server, and HDD Forecasts...34
Appendix II: Valuation Comparisons ....................................40

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关键词：行业前景 前景展望 Predictions comparisons visibility 美国 行业 前景 展望 硬件

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