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

To: MulhollandDrive who wrote (26731)	5/29/1998 12:36:00 PM
From: rudedog	Read Replies (1) \| Respond to of 97611

There are a lot of misconceptions in this analysis. Intel provides three levels of integrated products above and beyond chipsets in the PC space. they are 1) design guidelines and prototype designs ('how to' guides) 2) fully assembled and tested motherboards 3) fully assembled systems HP, Dell, IBM and others use both 1 and 2 in different areas of their business. For example Dell's dimension line uses intel motherboards (it is a 'value' line) while the optiplex line is designed and manufactured by Dell, using not only the Intel guidelines but also Dell engineering concepts. My understanding is that Gateway uses Intel motherboards exclusively and does not do their own board level engineering. None of these companies have ever used the Intel 'complete systems'. The Intel 'box' business was never very successful and sold to the 'white box' clone market. None of the major players ever took advantage of it except maybe to test a concept. No one will be affected if Intel shuts that business down because no one noticed it when it was running. Yes, I heard that on the local radio news. Was going to mention it on the Intel thread, but forgot. In August, Intel will begin phasing out its PC and server computer manufacturing operations in Dupont, where the company completes the assembly of chips, hard drives, and other components. Intel does not sell these products under its own name, but markets them to third-party vendors who brand them independently. I had completely forgotten that Intel manufactures PCs to be relabeled and sold under an "OEM" name. This is the first that I've heard who customers are though. Dell? So that's one reason their "manufacturing" has gotten so efficient. So, I wonder how much PC inventory Intel carries for Dell? Mighty convenient arrangement when it comes time for financial reports. Nice for Dell to be able to claim they don't have any unsold inventory, ever. I'm not saying it's dishonest, just mighty comfy arrangement. And yes, a little sly