SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : Technical analysis for shorts & longs -- Ignore unavailable to you. Want to Upgrade?


To: Johnny Canuck who wrote (16626)6/17/1998 7:06:00 AM
From: Clint E.  Read Replies (1) | Respond to of 69233
 
Good morning Harry.

>>MOT does very little outsourcing as far as I can remember.

True. ALRN used to do a lot of biz with them in Chicago but not as much anymore. They also use local shops from time to time for small projects.

Check out what ARW said last night. I said four months ago that DELL's BTO model is going to spread in the rest of electronics industry and it is going to cause problems for component suppliers, including semis. Visibility is shrinking.

biz.yahoo.com

Thanks for the piece on DELL/MSFT...

Clint