IDC recently said that laptop computers will outsell their desktop counterparts by late 2007 or early 2008, which will be a positive for Apple, according to Bear Stearns analysts. According to the Consumer Electronics Stock Blog, consumers will propel this change, although not worldwide, since cheap desktops will continue to be popular outside of the U.S. and Europe.
Bear Stearns said that this will be "particularly positive for Hewlett-Packard given its higher-margin consumer/retail notebook business and, to a lesser extent, Apple and Gateway." Dell will also see a boost from this trend, as will component suppliers Seagate/Maxtor, Western Digital, and Synaptics.
Thanks to Macworld UK for the link.