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With hard drive makers hurting, "we'll be using this as an opportunity" to increase sales of solid-state drives, Mr. Smith told analysts. He did not announce any immediate plans to increase investment or production in solid-state drives or components for ultrabooks, however.
Still, Intel and other companies are likely to benefit from the shortage of disk drives. "If Intel is given lemons, it will make lemonade. It's a chance to have an even broader Intel platform" of both storage and processor, said Rob Enderle, an industry analyst in San Jose, Calif. "You'll see people pushing solid state quite a bit now, Samsung, Intel and others," he said.
So far, the best-selling ultrabook is Apple's Air, which does not use Intel chips. Alternatives from Acer, Asus, Toshiba and Lenovo, all using Intel processors, have recently appeared, and Intel is counting on a big push into the market next year. Apple's least expensive Air costs about $1,000, while other ultrabooks can cost $870 to $1,200.
In August, Intel announced a $300 million fund for ultrabooks with battery like dell INSPIRON 2600 battery , dell INSPIRON 2650 battery , dell 1G222 battery , dell BAT3151L8 battery , dell Latitude X300 battery , dell W0465 battery , dell Inspiron 2000 battery , dell Latitude LS battery , dell 2834T battery , dell 4834T battery , primarily to finance research to produce lower-cost chassis and touch screens. Last week, Intel sponsored a series of meetings in Taiwan between component makers and the Taiwanese manufacturers who make computers for companies like Hewlett-Packard and Dell. Around the end of this year, Intel is expected to produce a chip called Ivy Bridge specifically for ultrabooks.
Manufacturers have been complaining about the high prices Intel charges for its processors, but Intel in unlikely to give up much on pricing. On Monday, Intel said that, aside from hurting revenue, the hard disk drive shortfall would narrow its gross profit margins to 64.5 percent, from 65 percent. In the short term, Intel will probably want to recover that.
Even as increased production and more research will probably lower the relative cost of solid-state drives, the way people use computers is changing the need for hard drives. For a long time, people wanted lots of storage for keeping things like music and pictures. Digital cameras and digital music increased demand.
Increasingly these things are stored in the cloud -- in remote data centers -- and reached over the Internet through machines that consumers want to be lightweight, portable and with long battery lives. External hard drives are also available, and if needed, they can be hooked up to ultrabooks for more memory.
"Lots of people buy tablets, find they can't do as much, and switch over to a MacBook Air," Mr. Enderle said. More ultrabook producers will increase the alternatives to tablets, he said, as will the absence of hard disk drive producers for regular laptops. "It helps if the lower-priced product isn't around," he said.