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Tuesday, Oct 16
2012, 5:48 PM
Also mentioned during Intel's (INTC) call: The company joins others in stating Chinese demand...
Also mentioned during Intel's (INTC) call: The company joins others in stating Chinese demand has softened (particularly for notebooks). Enterprise PC demand has also slumped. Though server CPU ASPs were up 1% Y/Y, they fell 7% Q/Q thanks to a mix shift - cloud environments often use cheaper server CPUs than corporate data centers, making the server industry's growing dependence on the former a possible long-term issue. But Intel doesn't seem worried about ARM-based (ARMH) server CPUs, noting they still lack many mission-critical features. (more on INTC)