Friday, April 07, 2006

1Q06 notebook sale drops by 35-40%

Digitimes wrote:

Taiwan channel distributors estimate that notebook sales in the first quarter are likely to decline by 35-40% on-year, amid sluggish demand. These players estimate that sales in the first three quarters should drop by 20-30% in the first three quarters of this year.

I told you, Mooly Eden. Only idiots and fanatics will pay premium for 53 watt, 32 bit, expensive Core32 Duo, when Turion 64 X2 is on the way. And, one 64 bit Turion 64 core is better than two 32 bit Core32 Duo cores.

Intel had revenue of $3.01 billion from mobile in 1Q05, a 35% haircut is $1 billion reduction in revenue. This alone would bring Intel's 1Q06 revenue to $9.434 - $1 = $8.434.

My whipser number for Intel's 1Q06 revenue is $7.67 to $8.13.


Anonymous Anonymous said...

Quite ade cline Sharikou...Will it spill over at all into AMD notebook
volume??? Why or why not??

8:02 AM, April 09, 2006  
Blogger Sharikou, Ph. D said...

I believe Intel's problem is Intel's problem. Previous reports specifically indicated it was Intel CPU orders that were cancelled. No matter what, we will see the result soon on April 12 and then April 19.

4:32 PM, April 09, 2006  

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