The PC market struggled in the first quarter of the year, but now the q/q trends are showing some patterns of abatement. At least in the months of April and May. How this impacts certain tech stocks is up for debate, due to the business mix of some companies being less dependent on PCs.Here’s what was mentioned by Wamsi Mohan at Bank of America Merrill Lynch:Recent supply chain data points indicate a modestly improved PC market for the year. For the first two months of the quarter (April, May) ODM notebook shipments were down 6.1% Y/Y vs. down 9.3% for the March quarter. May was down 0.5% Y/Y vs. down 12.0% for April. Our recent conversations point to a modestly improving trend in June, driven partly by demand improvement and partly by pull-in of notebook demand from the September quarter.Of course, the markets pattern of some recovery doesn’t materially alter estimates by much in the companies I follow. However, further improvements in demand could partially explain the inventory build-up over at Intel, or it could be due to seasonal factors leading into the summer months as it’s back-to-school season now.However, getting aggressive in PC manufacturers is difficult right now. The best pure-play is Hewlett-Packard because of its low valuation, and recent market share gains. The company also continues to release cutting edge high-end Windows PC variants. The other alternative is Apple, but we all know they’re still in the doldrums this year after a horrendous Q1’16 in which iPhone sales plummeted. I still think Apple will recover in valuation, and the slight improvement in PC data is an incremental positive.