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)
  • 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)