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Technology Stocks : Intel Corporation (INTC)
INTC 42.53+6.3%3:56 PM EST
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To: Amy J who wrote (90215)10/14/1999 1:27:00 PM
From: Saturn V  Read Replies (1) of 186894
 
Amy < At the CC, Paul O said Intel was not impacted by the quake>

I was a little surprised by that statement too.

The Intel bashers and some in the media insist that eighty percent of PC motherboards are made in Taiwan. That is a gross error !

The reality is that a vast majority(>50%) of PC motherboards are still made by Intel. And none of Intel's motherboards are made in Taiwan. However eighty percent of non-Intel motherboards do come from Taiwan, and so I did expect a slight disruption due to motherboards made in Taiwan.

My greater concern was the graphic boards and chips, since they are made exclusively in Taiwan. So a shortage of graphics boards could affect the sales of Intel processors. However as repeatedly pointed out by Paul Otellini, the new Intel chipsets (810 etc)include the graphics functions in the chipset. Thus the computer makers who use the new Intel chipsets would be immune from the effects of the quake. And Paul Otellini stated that the new Intel chipsets dominate the shipments.

My take is that the Taiwan's impact is less than I had feared, but something which may still end up hurting Intel slightly, due to shortages of other components like DRAM or high end graphics boards. And I hope that Paul Otellini did his homework right, and that I am wrong.
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