It's interesting to see this as a ripple effect, lots of individual companies say lengthening their upgrade cycle, each one makes no difference in the grand scheme of things but there are a few companies like AMD and Intel that are very vulnerable to lots of tiny actions adding up across the entire economy, not just a single industry in trouble.
The cynic in me says that won't be coming back.
It's interesting to see this as a ripple effect, lots of individual companies say lengthening their upgrade cycle, each one makes no difference in the grand scheme of things but there are a few companies like AMD and Intel that are very vulnerable to lots of tiny actions adding up across the entire economy, not just a single industry in trouble.