DRAMeXchange says W.W February notebook shipments decline by 21.8% compared to January, due to Asus' outsourcing, February being the year's shortest month and flawed Intel Sandy Bridge chips.
Quanta and Compal report falling behind expectations (with shipments of 3.2m and 2.7m respectively) while Pegatron's February shipments drop by around 50% month over month.
The analyst does predict a 40-50% rebound for March (as compared to February's low numbers)-- but thanks to sandy Bridge delays and decreasing Continue reading...