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Daily Tech (Free subscription) | yesterday
... AMD. Demand is shifting to lower cost notebooks, which is a market AMD is typically very strong in.Tristan Gerra, an analyst from the Robert W. Baird firm, cut his earnings forecast for Intel by 2 cents per share to $1.08 and significantly lowered his outlook for Intel in 2009 from 85 cents to 56 cents per share based on weakness in the notebook market. Gerra said in a research...
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Tech Trader Daily (Free subscription) | 12/03/2008
Notebooks were supposed to be the last best hope for the personal computer business. But in the face of an increasingly ferocious economic downturn, demand has begun to sag. And that’s triggered a more cautious stance on the Street toward Intel (INTC) , among other notebook related chip and hardware stocks. This morning, several analysts weighed in on the issue of weakening notebook demand. Tristan...