PowerUser86 : Why I want to know?
PowerUser86 -- Thanks for your reply.
Did you know that 3 chipmakers, Sanmina, Flextronics and Selectron, make practically all the circuit boards, from teensy cell phone ones to big workstation ones, for all the computer "manufacturers?" And that manufacturers, in the trade, are now referred to as "OEM's" or "original equipment makers." In other words, they figured out how to actually make the thing, then they subcontracted out a lot of the parts.
If you have a hunch that Apple sales are going to take off soon because of OS X, but you want to hedge your bets by basing a small investment on a broader base of the market, finding out who makes the required components and investing there is one way to do it.
The drawback is, however, that production increases at the circuit company will be affecting only one of its clients (apple) and the sales jump will be diluted among the fate of its other accounts. Eventually, however, more PC's will be made and sold, and the computer market will recover.
A direct investment in Apple would be undiluted, and hopefully highly profitable over the short term, but would concentrate all the risks in Apple's risk basket. If Apple doesn't take over the market right away (an unfortunate but likely prospect), other PC makers will hold onto their market share. Boring but potentially profitable.
If I ever want to get out of the hole in this insane economy, I've got to think of myself as less of a consumer and as more of a participant in the production side.
And you?