PC Growth Latches on to the Parabolic Curve of Emerging Markets
One of the interesting tidbits of information to come from Intel’s October earnings call was that Brazil, a country of nearly 200M people, has moved up to the #3 position in terms of PC unit sales. This was a shock to most people and as usual brushed aside by those not familiar with the happenings of the emerging markets (i.e. the countries keeping the world out of a true depression). A few days ago I saw an article about Brazil’s economy posted on one of my favorite web sites called Carpe Diem. The picture to the left and the following article should put things in perspective. Brazil’s economy (GDP) has increased 500% since 2002 and is expected to grow another 40% in the next 4 years. Does this not look like the Moore’s Law parabolic curve with which we are all familiar?
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