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

To: Sonki who wrote (8618)	11/5/1997 10:15:00 PM
From: Kai-Uwe	Read Replies (1) \| Respond to of 97611

Sonki: intel has been making motherboards for years. Dell has been one of their biggest customers, since day 1. Box makers aren't all the same. HP/IBM/CPQ still design their own PCAs (motherboards), while the folks like GTW tend to buy intel solutions. If I am not mistaken intel is the single-biggest mfger of motherboards, and has been for quite some time. They actually have been running below capacity for a while now as they fear causing too much of a stir if they take over too much of the PCA market (following the likes of Microsoft enquiries by the DOJ). Intel has a 2 huge SMT facilities in Penang and Kulim (Malaysia), they have a facility there with 2 own golf courses, in total the size of several football fields (and I mean several in the likes of 30 or 40). They are serious business over there. I was told that they are running at about 50% of capacity there (they have something like 20 SMT lines that are able to churn out a good 500000 (at least) PCAs a month). So what you have discovered really isn't news to me... Kai