Bobby Burleson, the guy that says to avoid Intel also thinks PC Demand is shrinking, tablets are the way to go and Ultrabooks will fail. I strongly disagree with all three of his "guesses". Bobby has a total of 11 years of experience and appears to sport a very fake tan.
Burleson further thinks this build in inventory “comes at a time of increasing uncertainty for PC demand.”
“The tablet challenge is escalating with the success of Amazon’s Fire tablet and looming refreshes from Apple and Amazon in early 2012, while appetite for ultrabooks in H1/12 may be undermined by high platform costs.”
>>>Intel (INTC): “Intel lowered guidance for Q4 on HDD supply disruption. While we acknowledge supply disruption to be severe and likely to worsen in Q1, we see additional negative issues with demand softening for motherboard makers and ODMs while component inventories build downstream.” – Bobby Burleson<<<