Are We Going to Have a Boom in PC Demand?

There's an interesting dynamic. These are like ripples from the pandemic. Look at PCs. There were quarters where PC companies were growing. It looks like PC demand is going to go back to where it was before the pandemic, which by the way, was not really growing. Smart-vones demand seems to have matured. People are waiting for the next big thing. Some of the last next big things haven't really played out. That's what worries me a lot more than interest rates in some ways.