Friday, September 9, 2005
Intel Corp. CFO Andy Bryant has confirmed that the company is experiencing a chipset shortage for notebooks.
The shortage is expected to last until 2006, according to Intel, which also said it will continue to see double-digit year-over-year growth thanks to notebook demand.
“In general, we believe demand trends are solid across end markets with management commenting on healthy profitability and growth worldwide,” an analyst said.
“While September is a back-end loaded quarter, at present it appears that product mix is in line with expectations with ASPs largely stable. Notebooks continue to lead in terms of growth rates. We note that notebooks are expected to reach approximately 36 percent of total Intel shipments by the end of 2005 and that Q205 was the first quarter in which notebooks outsold desktops.”
Intel also narrowed its Q3 revenue guidance yesterday to be between $9.8 billion and $10 billion, as compared to the previous range of $9.6 billion to $10.2 billion.
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