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Technology Stocks : Compaq -- Ignore unavailable to you. Want to Upgrade?

To: hlpinout who wrote (95623)	3/3/2002 8:26:11 AM
From: hlpinout	Respond to of 97611

Orders from Dell, Compaq and IBM to drive up MSI motherboard shipments Charles Chou, Taipei; Willie Teng, DigiTimes.com [Monday 25 February 2002] Expecting additional orders from Dell Computer, Compaq Computer and IBM, Micro-Star International (MSI) has raised its internal 2002 shipment target for motherboards from the previous 13 million units to 14 million units. The Taiwan-based company sold 11 million motherboards last year, with contract manufacturing and the distribution market each accounting for 40-45%. System integrators (SI) represented about 10-15%. MSI began manufacturing graphics cards for Dell in 2001, and their partnership is expected to move into motherboard manufacturing this year. Dell is currently evaluating MSI’s plant in Baoan, Guangdong Province, and the PC giant will send a team to the plant on February 27 for final confirmation. Motherboard orders for MSI’s Baoan plant should begin this quarter. Asustek Computer and Foxconn Electronics also produce motherboards for Dell. Compaq and IBM, already with motherboard partnerships with MSI, will hand additional orders to the Taiwanese company in the first quarter. MSI shipped a mere 100,000 motherboards per month to Compaq in 2001, and monthly shipments to IBM were even lower. With Intel’s introduction of its 845G integrated chipset, international PC companies are scheduled to unveil their DDR-supporting P4 products in the second quarter. Hence, both Compaq and IBM are hoping to complete order negotiations in the first quarter. According to sources, since IBM will procure fewer motherboards from MSI, its contract price will be slightly higher compared to that of Compaq.