Re: Stagnating market does not preclude winners
Which part of "PC shipments up 8% worldwide in the last quarter" didn't you read? The PC is not a stagnant market, just not as hot as non-PC devices. You really need to get out of the North America/EMEA mindset and realize that just because you aren't planning on buying a new PC, other people are.
Smartphones and tablets are excellent entertainment/communication devices for people who don't need a PC - which is a shed-load of people in North America and Europe who have bought PCs in the past. But in Asia, there are still millions of people for whom a PC is still what they need - and they don't have one! This is where Lenovo and Acer are based and they realize this is where their growth lies.
When IBM sold off its PC sector to Lenovo they were making a smart move for a developed world company and when Lenovo bought it, they were making a smart move for an Asian-based company. These figures pretty much bear that out.