Intel revised its revenue guidance downwards by $1 billion yesterday as a result of HDD shortages caused by the Thai floods in October, and analysts believe AMD and NVIDIA will also be feeling some pressure:
TheStreet quotes Evercore Partners analyst Patrick Wang as saying the shortages "could impact AMD a bit more than Intel" in part because AMD "has made a living selling to cost-sensitive customers." Wang expects an announcement to that effect within the next couple of weeks. Another analyst quoted by TheStreet, Cody Acree of Williams Financial Group, disagrees that AMD will be hit harder, but he says the firm will nevertheless be "feeling some pressure."
A third analyst, this time quoted by International Business Times, believes Nvidia also won't come out unscathed:
"Following our checks in Asia this week, we believe NVDA's January quarter is tracking below plan. We believe the company's GeForce (GPU), Quadro, and Tesla businesses combined are down about 10-12% Q/Q, with Quadro/Tesla somewhat weaker than GPU," Susquehanna Financial analyst Chris Caso wrote in a note to clients.