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Posted by Larry Dignan @ 7:39 am Demand appears to be stronger than expected for Intel’s Atom chip and the netbooks that they power, according to a Citi report. In a research note, analyst Glen Yeung said: Field checks from Japan suggest Intel has ordered 20M Atom flip-chip packages for 3Q08 and 25M for 4Q08. This is orders of magnitude more than our modeled 2M and 2.5M units in that timeframe. These figures do sound aggressive to us (and some is likely inventory build) and so we believe a substantive haircut is appropriate. Nonetheless, even at half these levels, Atom is running well ahead of our expectations. On Intel’s second quarter earnings conference call, the company was optimistic about Atom’s prospects and CEO Paul Otellini touted the Netbook/mobile Internet device markets. At the time, it was a little unclear how... [read full story]
