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Technology Stocks : Intel Corporation (INTC)
INTC 37.22-0.3%10:59 AM EST

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To: willcousa who wrote (140620)8/1/2001 9:14:45 AM
From: t2  Read Replies (1) of 186894
 
I have nagging suspicions about the China domestic market. Are we sure that most of the so-called China sales aren't assembled and then sold outside China?

Sure, that is possible to some degree (could explain the large numbers) but there would be trade data available on that. That is, assembly for the large international boxmakers is very possible but it is well known.

If one believes that the Chinese economy is going to keep booming, the case for strong internal demand will be there.

One way or another, Intel (or AMD) chips are going to find their way into each box.
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