Replies to post #19102 on Intel Corp (INTC)

[Tenchu]

Duke, I love it. A rumor is started, perhaps by some AMDroid. It gets bounced around the rumor mill, including the Inq, the SI Matrix, and the IHub Matrix. No doubt some blogs will also repeat the rumor.

Finally, all of the links back-n-forth become "proof" that the rumor must be true! Classic example of AMDroid logic at work.

Tenchu

[chipdesigner]

Duke, with your name I'd expect better internet skills. The Digitimes website does have a search box. Why not use it?

http://www.digitimes.com/NewsShow/NewsSearch.asp?DocID=00000000000000000000000000003453&query=IN...

Excerpts from the Greater-China press: July 14



Taiwan market: LCD TV sales volume to reach 300,000 units in 2005
The channel estimates that the sales volume of LCD TVs will grow 100% to 250,000-300,000 units in 2005 thanks to price cutting strategies from companies such as Chi Mei's Polyvision-branded TVs. [Apple Daily, Jul 14]

Amtran July sales to increase more than 50%
Amtran's sales are expected to reach NT$900 million in July, up from NT$597 million in June. The company has started to ship 32-inch LCD TVs in small volumes (3,000-4,000 in June) and the amount will double in July, with monthly PDP shipments to reach 3,000. [Apple Daily, Jul 14]

Resistor makers cautious about price increases for 3Q
Although resistor makers generally record increasing sequential utilization rates in 3Q, they are still conservative about raising prices and prefer to focus on maintaining capacity at peak levels. [DigiTimes]

Prices of source board for panels dropped 20-30% in a quarter
With the growing price pressure from China vendors, local printed circuit board makers report that average quote for source board which adopt in opto-electronics board had been drop by 20-30% from 4Q04 to 1Q05. [DigiTimes]

Intel customers allowed to use AMD processors
Sources in the PC industry hinted that Intel has informed its OEM customers that they are allowed to adopt AMD processors in products that are usually based on Intel CPUs. More new PCs, including Fujitsu-Siemens Esprimo E and P models, based on AMD processors are expected to hit the market in 2H. For AMD, the lawsuit against the chip giant seems to be working in the OEM market. [DigiTimes]

Taiwan chipset makers to enjoy more than 20% growth in 3Q sales
Silicon Integrated Systems (SiS) anticipates its 3Q revenues will grow more than 30% sequentially, as tight supply will continue throughout 2H. VIA and ULi expect their 3Q sales to rise more than 20% on quarter.