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PC Sales: Lenovo and ASUS Win But Will Intel Lose to ARM?

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http://www.thevarguy.com – Lenovo has nearly overtaken Hewlett-Packard (NYSE: HPQ) in PC sales. Still, the bigger story involves flat PC demand as iPad sales boom; the wait for Windows 8; and potential PC maker defections from Intel (NASDAQ: INTC) to ARM Holdings (NASDAQgs: ARMH). For a mature market, an awful lot could be changing. First, the news hook: Gartner and IDC issued Q2 PC sales reports this week, and both showed Lenovo gaining fast vs. Hewlett-Packard. If the current trends continue, Lenovo — which grew PC sales about 15 percent in Q2 — could be the world’s top PC supplier sometime later thi (IT news)