Intel today announced that it revises its forecast downward for thefourth fiscal quarter due to the shortage currently affecting thesector of hard disks due to floods in Thailand.
Decidedly, Thai floods have asignificant impact on the industry, including IT. As you know, mosthard drives are produced in this region and as a result, thesecomponents are found in shortage. Result, prices soared and weremultiplied by 4 or more for some models.
This also affects the production of PC,including laptops that we begin to see higher prices on models soldin the hexagon, again because of increased prices of hard drives dueto the shortage. In addition, the brands will be forced to postponeor cancel the launch of some computers due to lack of hard drives.Now that says PC sales less said processor sales declined.
In this context, Intel warned that itsrevenues for the fourth quarter will be lower than what he had said.They should stand at 13.7 billion dollars with a margin of 300million, against 14.7 billion dollars plus or minus $ 500 millionprovided earlier. The gross margin would be 64.5% plus or minus a fewexceptions.
The Santa Clara firm neverthelessbelieves that sales should pick up again in the first half of 2012.It must be said that at that time, the foundry will launch its newChief River platform for notebooks with processors engraved in 22nmIvy Bridge which should boost PC sales.However, a return to normalwith respect to the hard drives according to Intel should be longerand occur during the second half of 2012.