recent conference call, Asus CEO Jerry Shen said the company expects severe shortages of Intel's Atom CPU well into the third quarter.
In spite of that, the company feels confident about its Eee PC sales, expecting a 70 to 80 percent surge in shipments during the current quarter. A few weeks back Asus launched the Eee 900, an 8.9-inch version of the popular notebook with more storage. It is still powered by Celeron processors, but a more powerful Atom-powered version is expected as soon as the new CPU becomes available.
All potential Eee-killer designs use Atom or VIA processors and if Shen's warning of "severe shortages" becomes reality, this fact has the potential to hurt the competition much more than Asus itself, as it can always rely on its old, Celeron powered design.
The competition doesn't seem to be overly concerned about the potential shortage, at least not publicly, but it's probably still too early in the game to make any accurate estimates of the impact of this shortage.