But Credit Suisse analyst John Pitzer took a closer look at this issue, and makes a case in a research note issued this morning that there are reasons to think it would be a smart move for Intel to move into contract manufacturing with Apple as a customer.

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Meanwhile, Credit Suisse analyst John Pitzer late yesterday wrote in a research note that the company is likely to post October quarter results below expectations, and to provide January quarter guidance below current estimates, due largely to fallout from the severe flooding in Thailand, which has severely curtailed production in the disk-drive sector.

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