Applied Materials No-Politics Thread (AMAT) Message Board

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

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Nov 28 9:30 AM EST

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From: etchmeister	9/24/2010 12:09:56 PM
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Less than 2 months PC shipments fell off the cliff - what is causing this "knee jerk" action? Most notebook ODMs to ship record highs in September Advertisement Yen-Shyang Hwang, Taipei; Steve Shen, DIGITIMES [Friday 24 September 2010] Most ODM notebook makers are expected to see their shipments hit record high levels in September 2010, with Quanta Computer's shipments likely to reach five million units, Compal Electronics 4.5 million units, and Wistron 2.5 million units, according to industry sources. Quanta is expected to ship a total of 13-13.2 million notebooks in the third quarter down 3-5% from 13.7 million units shipped in the second quarter. The company shipped 3.6 million notebooks in July and 4.4 million units in August. Meanwhile, Quanta has reportedly landed orders for 11.6-inch MacBooks from Apple. Shipments of 11.6-inch MacBooks are expected to top 400,000-500,000 units in 2010. However, Quanta and Compal both are expected to see their notebook shipments begin to slow down in October. 1) first half was unseasonally strong and Intel got too optimistic 2.) often the IC industry is accused of putting head into the sand and run inventories up - it appears quite the opposite - boxmakers reacted quickly and cut back 3.) More computers are shipped via sea rather air - this is an "abrupt" change; however this would only impact shipments to the Americas and Europe because all boxmakers are located in Asia 4.) DRAM pricing is down for the least two months - so Dell will have no reason to complain about high cost of components - remember not so long the analysts experts were negative on DRAM because of "despecing" IOW put less memory into the box. Now pricing is down which should be incentive to increase memory per box (that's a classical catch 22 WS likes to play)

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