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Intel opportunity in drive shortage

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SAN FRANCISCO — Intel will not let a good crisis go to waste.

The company, the world’s largest maker of semiconductors, announced on Monday that its revenue this quarter would fall to $13.7 billion, from $14.7 billion, because floods in Thailand had sharply cut the world’s supply of disk drives. Without the drives, manufacturers will make fewer personal computers and computer servers, which means fewer semiconductors will be needed.

While clearly bad news for Intel in the short run, the shortage of both components and finished personal computers could prove an opportunity for Intel as it tries to fight the onslaught of tablet computers, particularly Apple’s.

Read more about it here.
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