In spite of a raft of negative commentary and data about PC and hard drive shipments, BlueFin...
Friday, July 6, 2012, 5:54 PM ETIn spite of a raft of negative commentary and data about PC and hard drive shipments, BlueFin Reseearch thinks Intel's (INTC) production rose 4%-5% Q/Q in Q2, which the firm takes as a sign of healthy demand. In addition, production of Intel's 22nm Ivy Bridge CPUs is believed to have risen 22%-25%, and will account for 25% of Q2 shipments. But even if shipments are healthy, there's still the question of customer inventories.
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