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Uncertainty Over HP's PC Group: Who Stands To Benefit?

When HP last month said it is evaluating alternatives for its Personal Systems Group (PSG) business, including a possible spin off or sale, it created uncertainty among partners and customers but opportunity for competitors.

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For Acer, which was on the way to becoming the world's largest mobile PC vendor before a supply scandal wracked its European operations and before its former CEO, Gianfranco Lanci, was hired by Lenovo as a consultant, turmoil in HP's PC business means an opportunity for it to recover some momentum.

Acer certainly hopes so. Reuters on Tuesday said Walter Deppeler, head of Acer Europe, was quoted by the German daily Frankfurter Allgemeine Zeitung as saying, "That is a major chance for us because big customers and resellers are uncertain. They are asking themselves: what's next, who can i (sic) work with?"

However, that would require Acer finding a way to increase its visibility in North America, home of the world's largest PC market but a fairly weak spot for the company.

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