It's starting to look like it. DigiTimes, which covers IT news in and around Taiwan and China, notes that both Hewlett-Packard and Acer are getting deliveries on hardware that are smaller than expected. Component makers say that "vendors are clearing inventories, which were high partly due to competition from tablet PCs."
HP originally was expected to take 4 million netbook deliveries, and instead the company is getting 3.7 million. Acer was expecting to take 3.6 million units, but now is expected to take about 3 million.
There has been continued
