The TSC Streetside Chat: PC Analyst Charles Smulders

Chip stocks, including behemoth Intel(INTC Quote), have recently taken a pummeling, given the emerging consensus that the year's second half won't bring the hoped-for recovery in demand. A big reason for that is still-anemic PC sales.

To get a better fix on the outlook for PC demand, we talked to Charles Smulders, an analyst at research firm Gartner Dataquest.

On the heels of last year's sales decline for PCs, Gartner Dataquest forecasts that the market will see low double-digit growth this year. But Smulders highlights some worrying trends that are likely to check demand in the future. ...