Notebook component makers conservative about demand arising from Windows 8 in 4Q12

Notebook component makers conservative about demand arising from Windows 8 in 4Q12: While notebook vendors and ODMs are quite optimistic about growth in global demand due to replacement of notebooks with Windows 8 models in the fourth quarter of 2012, Taiwan-based component makers are generally conservative, indicating that if component shipments in late October do not increase significantly, there will not be growth in demand for notebooks in the fourth quarter or even in the first quarter of 2013.