RE: "Frankly Gateway, CPQ, and now Dell have said that business corporate market is slow in Jan and likely feb as well. The corporate market is v.large percentage of overall PCs. This is IN DIRECT conflict with Intel which is stating record DEMAND. Kash post # 97671 "
----------------
Hi Paul,
Intel having supply problems seems disconnected from the PC manufacturers alluding to a demand issue per Kash's post?
Is the answer:
1. HP has done wildly well, at the expense of the other mfgs?
2. What exactly did Dell mean when they said "soft" in "1. Number 1 problem was y2K. Both Jan and likely Feb very soft."
2a- Soft as in soft revenue (i.e. high demand and high unit shipments, but pricing issues expected. i.e. impacts Dell but not Intel), or
2b- Soft as in unit shipments (i.e. which would impact both Dell & Intel)?
3- is there a demand issue on one segment but a supply issue on a different segement, thus the disconnect?
i.e. There's a disconnect between Intel's supply issues and Dell's reported demand issue, which I do not understand given the current limited data.
Does, "Intel is trying to meet demand and will do so by the end of the quarter" and Dell's "Jan & Feb likely to be very soft" translate into: "Intel is trying to meet demand and will do so by the end of Q1 because that's when demand will drop off per guidance from the PC mfgs?"?
I tend to agree with John. There's not enough information to determine if there is a PC demand issue. Even Kumar sounds confused (and usually he isn't):
yahoo.cnet.com
By Michael Kanellos and Stephanie Miles
Staff Writers, CNET News.com
The component shortage is overblown. Dell is a pure-play leading indicator of the commercial PC market," said Ashok Kumar, an analyst at USBancorp Piper Jaffray, who theorized that corporate customers may have started to put the brakes on purchasing following the Y2K buildup last fall.
"There are more questions than answers," Kumar said. "There are no definite answers, but there is some disconnect going on."
I'm tempted to buy INTC leaps, but this time, only after the disconnect is explained (i.e. I'd like to know if there is a potential Q1 PC demand issue which appears contrary to Intel's supply issue).
Y2K binge over?
Amy J |
