Digitimes reports that Lenovo may have as much as five months’ inventory of notebooks and may use this inventory to try to take share from HP, which is reported by IHS to have relatively low inventory of displays for notebooks as well as Dell. Digitimes claimed that Lenovo adopted the same strategy last year.
Analyst Comment
Rumours from Asia say that HP is suffering component shortages as a hangover from the on-going Hanjin shipping problem. However, we were unable to get confirmation of any of these rumours at press time. (BR)
