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What happens at COMPUTEX doesn't stay at COMPUTEX.    The announcements made in Taipei have a long reach, but on-stage optimism rarely reflects actual market realities. The product releases painted one picture of the future, however conversations on the show floor suggested a different trajectory for the months ahead.    The contrast between public marketing and internal volume expectations directly determines how stock should be managed for the upcoming season.   Discover what’s ahead for the IT market by reading our full analysis. Link in the comments.