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nuggetminer

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nuggetminer

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Sunday, 11/04/2007 10:14:45 PM

Sunday, November 04, 2007 10:14:45 PM

Post# of 22169
Citigroup Commentary on High Notebook Demand - - out this evening.

"What's New: Intel Lead Times Stretching - Discussions with the PC supply chain suggest Intel's lead times are stretching, particularly for high-demand notebook parts. Despite sluggish desktop component demand (e.g. motherboards), notebook component demand in 4Q07 has been better than original expectations, driving Intel's tightness. Meanwhile, Intel continues to see solid demand for quad-core server processors, incrementally benefiting from AMD's limited Barcelona supply. Intel has executed rush deliveries in certain circumstances to meet unfulfilled Barcelona demand."
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