Applied Materials No-Politics Thread (AMAT) Message Board

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Technology Stocks : Applied Materials No-Politics Thread (AMAT)

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To: niek who wrote (20785)	10/3/2006 12:43:08 AM
From: etchmeister	Read Replies (1) of 25522

Notebook makers scramble for CPU supply Hot systems Celia Lin, Taipei; Rodney Chan, DigiTimes.com [Tuesday 3 October 2006] Unexpectedly strong demand in the notebook market has resulted in CPU shortages, sending notebook makers scrambling to secure CPU supply for the fourth-quarter high season, according to industry sources. Some notebook makers have described the gravity of the shortages by saying they may have to "beg" daily for CPU supply, the sources claimed. October is a critical month during which notebook makers have to secure CPU supply for the fourth quarter to make sure they can meet strong seasonal demand, the sources said. Failure to secure CPU supply in October is tantamount to "kissing goodbye" to the high season, the sources remarked. A weak notebook market in the first half of this year caused notebook makers and CPU suppliers Intel and AMD to take a cautious approach for the fourth quarter, the sources explained. But demand is picking up unexpectedly fast, tightening CPU supply, the sources added. Intel products that are currently in short supply include some in the Core 2 Duo (Merom) series, some in the Celeron M line, and the Yonah T2250 and T2050, the sources revealed.

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