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Technology Stocks : Intel Corporation (INTC)
INTC 34.50+2.6%Nov 21 9:30 AM EST
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To: Paul Dieterich who wrote (54033)4/21/1998 3:09:00 PM
From: Francis Chow  Read Replies (2) of 186894
 
I don't see how build-to-order can be viewed as a positive
for Intel or any other chipmaker. It still takes 3 months
to go from wafer start to finished chip (am I right or wrong??)
so someone has to predict demand and hold the inventories.
If the box maker won't hold the inventory, Intel will, and
there's a cost to doing that.

>The company outlined two new initiatives geared at helping
>their PC manufacturer customers order Intel chips more
>efficiently. Sean Maloney, Intel's vice president of
>sales and marketing, said inventory has become "a
>life-or-death issue in our industry."

>He said Intel was rolling out a system where PC makers
>can order chips directly through the Internet as the
>chips are needed. This will replace the current system
>used by many PC companies, which place orders by phone
>or fax and according to forecasts.
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