PC makers are all up in the one year period, with the exception of Apple, which is down around 30%:Click on the image above to see prices over time. Price data sourced from Zacks Investment Research. Chip Processors Unfazed Meanwhile chip makers like Advanced Micro Devices (AMD) and Intel (INTC) are unlikely to face any serious declines in business as Dell is taken private. The continued efforts for all vendors to develop ultrabooks and laptops should provide moderate demand for PC chips. Conclusion If the deal goes through, Dell will eventually be free from reporting its results every quarter. Its impact on the PC market could be negligible for its competitors, but it could also be positive. A company similar to Dell in its growth strategy is HP. HP makes very little from PC sales, but is looking to grow its services, enterprise solutions, and consulting infrastructure business. HP is also trying to grow in providing big data solutions through its Autonomy acquisition. By contrast, Dell offers Cloudera. Since investing in Dell will no longer be an option, HP could be another way to gain exposure to both the enterprise computing and traditional PC space.
Written by Chris Lau, Kapitall contributor