Intel's market-moving statement today that it expects a fourth-quarter revenue shortfall of roughly $1 billion has crystallized the impact of the hard disk drive shortage. So how bad is it?
A report last week from IHS-iSuppli said it's pretty bad--a preview of what Intel said today. That is, the flooding in Thailand will hit PC shipments in the first quarter. iSuppli says the shortfall will be about 3.8 million PCs.
And it will knock down PC numbers for the whole year. Global PC shipments for the whole of 2012 are now expected to expand by only 6.… Read more