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Technology Stocks : IBM
IBM 291.37-4.7%Jan 20 3:59 PM EST

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To: Charles Tutt who wrote (6698)8/23/2000 2:17:52 PM
From: Arrow Hd.  Read Replies (1) of 8220
 
Charles, I believe you are correct on that. Solectron has picked up a tremendous amount of chip business from companies which went fabless. Of course, IBM did not go fabless but I believe I have even seen press releases about IBM/Solectron deals. But I don't know if it is a complete PC manufacturing sub. That I don't think is the case. I think it would be at the component level.
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