On October 16, 2009

Desperate Vendors Overbuild PCs for Windows 7?

Eric Savitz on Barron’s Tech Trader Daily noted that AMD’s earnings report pointed to lower than usual Q4 revenues because of “the big build we’ve seen of PCs in anticipation of the Win 7 launch.” In other words, it may be that vendors are creating inventory the way that politicians generate pork, and that’s a bad sign.

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