expecting lull in market until Intel price cuts come into effect in 2Q

Sidney · 15th February 2006, 03:34

With reports surfacing that Intel will lower prices for its 65nm Pentium D 9xx-series processors by 13-50% on April 23, Taiwan motherboard makers realize that although the price cuts may be a boon for the market, there will now be a temporary lull in the PC market, as players wait before making any unnecessary moves.

Investors have predicted that with reduced working days and with relatively high inventory levels in the channel, motherboard shipments will drop 15-20% in February.

In addition, with AMD launching its DDR2-supporting CPU line in the second quarter, March and April are likely to continue being low months.

According to market sources, the impact will affect system integrators and PC vendors as well as motherboard vendors.

However, on the bright side, the sources stated that motherboard makers expect the Intel price cuts to trigger a pickup in the market, and demand should increase dramatically through the second half of the year, with the launch of Microsoft’s Vista operating system (OS) also expected to drive demand for new PCs.

The Senile Doctor · 15th February 2006, 08:35

nothing except for gpu's has happened in 2 years...

15th February 2006, 03:34	#1
Sidney Member Join Date: Mar 2004 Posts: 15,738	expecting lull in market until Intel price cuts come into effect in 2Q With reports surfacing that Intel will lower prices for its 65nm Pentium D 9xx-series processors by 13-50% on April 23, Taiwan motherboard makers realize that although the price cuts may be a boon for the market, there will now be a temporary lull in the PC market, as players wait before making any unnecessary moves. Investors have predicted that with reduced working days and with relatively high inventory levels in the channel, motherboard shipments will drop 15-20% in February. In addition, with AMD launching its DDR2-supporting CPU line in the second quarter, March and April are likely to continue being low months. According to market sources, the impact will affect system integrators and PC vendors as well as motherboard vendors. However, on the bright side, the sources stated that motherboard makers expect the Intel price cuts to trigger a pickup in the market, and demand should increase dramatically through the second half of the year, with the launch of Microsoft’s Vista operating system (OS) also expected to drive demand for new PCs. __________________ lazyman Opteron 165 (2) @2.85 1.42 vcore AMD Stock HSF + Chill Vent II

15th February 2006, 08:35	#2
The Senile Doctor Member Join Date: May 2002 Location: wherever the doom is Posts: 3,171	nothing except for gpu's has happened in 2 years... __________________ OC-2-the-death Where the Reverend is doing his Magick, all mortals be silent Doom over the world

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