AMD CEO plays down hard-drive shortage concerns

The recent shortages in the hard-drive market have led Intel to revise its guidance, and analysts expect AMD and Nvidia to follow suit soon. Listening to AMD CEO Rory Read, though, one gets the impression that the shortages might not affect AMD too badly this quarter. Here’s the skinny from MarketWatch:

Tuesday, AMD Chief Executive Rory Read said while there’s pressure in the market, he doesn’t "see major pressure in terms of the quarter." He said hard-disk supply in the channel at the beginning of the period has kept the market "going pretty well."
"In 1Q and 2Q, maybe you see some manifestations, but I wouldn’t bet against the supply chain," Read said at a Raymond James conference. "They’re very resilient."

As we noted on Monday, IHS expects the mechanical hard-drive shortages to cause a 3.8-million-unit shortfall in global PC shipments next quarter. The market research firm previously anticipated shipments of 88 million, but it revised that estimate to 84.2 million. "The PC supply chain says it has sufficient HDD inventory for the fourth quarter of 2011. However, those stockpiles will run out in the first quarter of 2012, impacting PC production during that period," says IHS analyst Matthew Wilkins.

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    • ronch
    • 8 years ago

    It’s curious to see two CEOs playing the same game having different opinions regarding the situation. Otellini has probably been involved with chipmaking for ages while Read has been in the PC business for god knows how long. Let’s see if both are right with regards to their respective companies.

    • MadManOriginal
    • 8 years ago

    I read this as ‘Our sales kind of suck anyway and we already said we aren’t bothered about competing in the x86 space so who caresif there is a HDD shortage?’

    • StuG
    • 8 years ago

    This barely effects AMD because they barely sell any CPUS 🙁

      • sweatshopking
      • 8 years ago

      yeah, that’s EXACTLY what i was going to post.

      • tbone8ty
      • 8 years ago

      and just their luck in the 1st and 2nd quarters of 2012… when they final fix yields and ramp up Trinity and Bulldozer production there will be no hard drives to sell cpu’s with. LOL

        • EV42TMAN
        • 8 years ago

        won’t help… they still have to be able to sell the CPUs once they can make them lol

      • ronch
      • 8 years ago

      Exactly what I was thinking too. I wonder how 32nm yields will have affected their potential sales these days.

      • MadManOriginal
      • 8 years ago

      Wrote my post # 7 before reading any others, so +1 for you.

    • chuckula
    • 8 years ago

    Everything’s fine. Just had a little weapon malfunction. How are you?

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