RE: "Whether that's due to manufacturing problems, or an underestimation of demand, we don't know. Either way, it's not a nice picture."
Hi Ten,
I would think that distinction would need to be made, since the former implies a financial downside, while the later implies a financial upside. Since these are incongruent, and since Barrett said they were having "high" demand in an article, this implies under forecasting, not (significant) manufacturing problems.
RE: "But the problems aren't as severe"
Evidently not financially significant enough to report it.
RE: "This coming from the company that calls the browser "part of the OS" "
LOL! I take it you've never written a spec on OS integration?
RE: "Now even they fail to blow away estimates, but they see Intel as a nice scapegoat. "Hey, let's blame it on them!"
Whew, where does all of this come from?
You wouldn't be jumping to conclusions?
Microsoft is a very, very conservative company when it comes to their CC. They have a fiduciary responsibility to report the facts, so they refer the questioner to Intel's guidance and the PC OEM channel's guidance. I'm wondering if you are aware of the potential significance of having a low pull in the PC OEM, while a strong one in the retail, at the same time there's a chip shortage?
Amy J |
