Seeking Alpha

Digitimes Research estimates global notebook shipments fell 8.7% Q/Q in Q4, typically a...

Digitimes Research estimates global notebook shipments fell 8.7% Q/Q in Q4, typically a seasonally strong quarter, thanks to the hard drive shortages caused by lost Thai manufacturing capacity. However, Apple's (AAPL) shipments are believed to have held steady, thanks in part to a 20% Q/Q shipment increase for the MacBook Air, which relies on flash memory for storage instead of a hard drive.
Comments (1)
  • Keep It Simple
    , contributor
    Comments (486) | Send Message
     
    Notebook sales didn't fall because of hard drives. They fell because Apple is shaking up the industry with their MacBook Air & iPads. It's as simple as that. No need to come up with other excuses.
    9 Jan 2012, 02:01 PM Reply Like
DJIA (DIA) S&P 500 (SPY)
ETF Hub
ETF Screener: Search and filter by asset class, strategy, theme, performance, yield, and much more
ETF Performance: View ETF performance across key asset classes and investing themes
ETF Investing Guide: Learn how to build and manage a well-diversified, low cost ETF portfolio
ETF Selector: An explanation of how to select and use ETFs