Chipset issues limit
the high end Intel growth in the fourth quarter. ULI has just launched the M1697
and reveals some details and shipment targets. On quarter motherboard shipments
growth revised up to 17-20% for the fourth quarter.
Investment banks Goldman Sachs and Smith Barney recently revised their motherboard
shipment estimates upwards for the fourth quarter of this year, as tight supply
for entry-level chipsets has gradually eased.