BAD HARDWARE WEEK

Excess stockpiles of PC microprocessors and core logic chipsets caused surplus semiconductor inventories in the global electronics supply chain to rise more than expected in the second quarter, according to research firm iSuppli.Although the increases in stockpiles are explainable, it does not mean the supply chain does not have some anxiety. The June quarter closes just before true visibility to end demand for the rest of the year materializes, particularly for the PC segment. And the second half of 2006 is expected to underperform compared to the normal seasonal pattern.
Although most suppliers' forecasts for the year rely on normal second-half trends, any shortfall could cause chip inventories to build higher.

I would simply further wait with Intel purchases. Just like Israel waits with Lebanon withdraw, for the best conditions. But Intel is not anymore able to imposes conditions to anyone.
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