huh? INTC and AMD don't sell processors through the distributor channels? Are you crazy? INTC sells through distribution quite a bit! Gates/Arrow, one of Arrow's subsidiaries is one of Intel's largest distributors.
I represent a manufacturer who buys quite a bit of product from Arrow. The other day we were visited by some "super sales" types who told us that Arrow had a new product. They want to sell us information about the status of parts and plans for their manufacturers to obsolete them. We weren't impressed.
Then we were told that some "big wig" had conceived this and plans were that this information would generate as much sales as the distribution.
My comment was " this might be true, but if it is it only because Arrow will loose their distrbution business.
Then I asked how many customers they had presented this to and the response was over 20. Question? Did you get a postive response out of any of them? Answer. NO
Any person who conceive this idea has a problem. A bigger problem is the management that would let it be sold in the company.
My quess is this year Arrows competitors will get some of our business and who knows what will happen the year after that.
I think if you look at the processors sold by Arrow it would be based upon systems sold that had processors in them, not the chips alone, and these systems are not OEMd by Arrow, but distributed. Therefore the sales of Intel processors are counted in the sale to Arrow's OEM.
If you want to look at Arrow for health, look at the chips that Arrow does distribute for Intel and Amd.
These would be the flash memories in the main, and some controllers, not the processors.
The point remains valid that upturns by Intel and AMD in processors should not reflect directly on Arrow mainstream chip business.