US Electronic Store Retail Sales vs. IC Units

US Electronic Retail Sales vs. IC Units Trouble on the end demand front? While the stabilization in the early months of this year could be called encouraging, the recent comments from Dell's Kevin Rollins, who said that "PC growth is slower than expected" is cause for concern. A chart for your perusal: More charts are available in the letter posted here: http://www.infras.com/infra/letters/infras040805.pdf