New PC, and maybe TV forecast

Making forecasts is always complicated and never a sure thing; and, to get a forecast close to reality, it’s necessary to constantly tweak factors and adjust assumptions. US President Trump has precipitated quite a bit of tweaking and adjusting. As a result, we expect to see the Trump trade-war with China drive up costs and therefore the price-elasticity curve of the PC market will flatten and depress demand. Washington imposed 25% tariffs on $34bn of Chinese imports—enacting a plan laid out by president Trump earlier this year. The levies mainly affect Chinese technology such as aerospace, IT, and medical kit.