According to Sterne Agee analyst Vijay Rakesh, there were very few Ultrabook promotions,
Rakesh wrote in an email: "We believe the lack of promotional activity might be a drag on the Win8 and PC ecosystem and a drag on PC chip suppliers [Intel and AMD] looking to clear out inventories into the New Year 2013."
Rakesh did see PC OEMs offering discounts for notebooks, but primarily for low-end $269 to $449 devices.
While PC OEMs failed to take advantage of Black Friday, Rakesh says that smartphone makers embraced the day, with Samsung coming out as a big winner. Sprint and Amazon ran sales of the Galaxy S III, cutting prices down to $49 to $59, compared to the usual $199 for the handset with a 2-year contract.
This, according to Rakesh, could mean at least a million extra Galaxy S III handsets sold this quarter, which will not only benefit Samsung, but also key component suppliers such as Qualcomm, NXP Semiconductors, and RF Micro Devices.
According to a report released by market research firm Strategy Analytics, Samsung ousted Apple from the smartphone top-spot, selling 18 million Galaxy S III handsets during the third quarter, compared to only 16.2 million iPhone 4S handsets.
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