Gartner estimates that in 2012, worldwide PC shipments will grow 4.4% over the year. Another report cites that growth in IP traffic will lead to increased demand for data centers. Further, analysts believe that IP traffic will triple by 2015, and lead to 50% growth in data storage needs. Growing demand for computers and data centers signals a strong market for processor firms Intel and ARM, both of which saw quarterly results surpass market expectations.

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