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Technology Stocks : Intel Corporation (INTC)
INTC 48.26-0.7%Feb 5 3:59 PM EST
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To: Gottfried who wrote (130771)3/24/2001 6:18:17 AM
From: Amy J  Read Replies (1) of 186894
 
Hi Gottfried and Thread, RE: "We have a huge backlog, and customers are pushing us for earlier delivery." I find this hard to believe..".

Sounds like notebooks are strong and/or US firms are moving the remainder 35% to Taiwan, in their efforts to cut costs in the face of decreasing profits (which wouldn't necessarily imply strong WW demand):

From your Forbes article, "Last year, Compaq, Dell and IBM all outsourced at least 65% of their notebook needs to Taiwan."

RE: "Craig Barrett, president of Intel, has observed the progression. "Taiwan made its mark in low-cost manufacturing," he recalls. "Now it's moving up to design and creation of products"

I wonder how IP is protected? Just curious. Taiwan must have an excellent reputation relative to the one that Jozef alluded to with respect to Japan in the 70's, 80's.

Regards,
Amy J
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