Don, PC's are doing just fine. This link is for an update from Komag, which makes disk drive platters, which nearly all end up in PC's. Of course that doesn't tell us the relative share of Intel and AMD. My bet is they are both doing better than their guidance last quarter.
biz.yahoo.com
Form 8-K for KOMAG INC /DE/
--------------------------------------------------------------------------------
8-Mar-2005
Regulation FD Disclosure
Item 7.01. Regulation FD Disclosure.
At investment conferences on Wednesday and Thursday, March 9 and 10, 2005, respectively, Company executives will provide updates regarding conditions in the hard disk industry. Specifically, the Company expects to make the following comments:
The Company is experiencing unseasonably strong demand in the first quarter of 2005.
Assuming continuing strong demand through the remainder of the first quarter of 2005, the Company expects total revenue in the first quarter to be at or slightly above fourth quarter 2004 revenue of $131.2 million.
The Company believes that factors that might be causing this are strong demand for enterprise products, as well as for consumer storage products, including multi-platter DVR/PVR and near-line storage products.
The Company is starting to see an increase in the average number of disks being used per disk drive. The Company believes that this is based on the growth rate of multi-platter applications.
The Company is experiencing strong demand from all four major disk drive customers.
Based on early indications, demand for the second quarter of 2005 may also be stronger than normal seasonal patterns. |
