Daniel Niles
Daniel Niles
believe budget commercial consumer continued corporate december demand disturbing early related saw showing since stretch track worse
We believe that since Intel's pre-announcement in early December that consumer and commercial demand has continued to get worse with commercial showing the most disturbing trends. In addition, we believe that servers, which had actually been on track for part of the quarter, saw some softening that we believe is related to corporate IT budget stretch outs.
believe december demand last leading lower pc weeks
We believe PC demand in the last two weeks of December was terrible, leading to lower expectations for 2001.