Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Advanced Micro Devices - Moderated (AMD) -- Ignore unavailable to you. Want to Upgrade?

To: gvatty who wrote (243055)	10/30/2007 4:15:02 PM
From: Sarmad Y. Hermiz	Read Replies (1) \| Respond to of 275872

>> Does Intel have yield problems? Either that, or revenue will exceed $11B this quarter.

To: gvatty who wrote (243055)	10/31/2007 1:27:19 AM
From: FJB	Respond to of 275872

Intel notebook CPUs running short of demand Monica Chen, Taipei; Joseph Tsai, DIGITIMES [Wednesday 31 October 2007] In second half of 2007, increasing notebook shipments have caused component shortages including batteries and panels, but according to Jerry Shen, general president of Asustek's AOOP Business Group, currently the most needed components are Intel's CPU and WLAN modules. Due to Intel's misjudgment of notebook demand, the gap between the company's production capacity and market demand is increasing. Intel recently stated to makers that it will readjust its production capacity to solve the shortages and it expects the problem should be solved by the end of the year. Shen added that the Intel CPU shortage should smooth out in first quarter of 2008 when market demand drops. Notebook growth in second half of 2007 has been better than market predictions and ratios between worldwide notebook and desktop shipments should reach 50:50 in 2009, he noted. Intel Taiwan reiterated Shen's statements that demand was higher than expected and confirmed that it is working on increasing its capacity.