lots of news coming out of china today which probably explains apple strength.
New Merom-based MacBooks to boost orders at Asustek and Quanta, says paper
Commercial Times, August 11; Esther Lam, DigiTimes.com [Friday 11 August 2006]
Sources at PC and notebook component makers indicated that Apple will launch its MacBook laptops using Intel's new 64-bit Merom CPU in September, with associated OEM makers, such as Asustek and Quanta Computer, expected to benefit from that, according to a Chinese-language Commercial Times report.
Producing MacBook (Asustek) and MacBook Pro (Quanta) laptops for Apple, the two companies ship an approximate of 200,000 to 300,000 units per month, and sales remain solid despite the seasonal downturn, the paper noted.
digitimes.com
(actually, an earlier report had ASUS macbook only doing 300K per month- AND that is the steady state, so to "boost" orders implies a forecast rise from Apple which I fully expect based on the channel especially for Macbooks but even the pros) |
