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Technology Stocks : Dell Technologies Inc.
DELL 133.78-0.1%3:59 PM EST

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To: rudedog who wrote (155887)4/4/2000 8:52:00 AM
From: kemble s. matter  Read Replies (1) of 176387
 
Rudedog,
Hi!!

RE: There is of course the possibility that DELL could do some specialty processor - for a handheld device, for example - but there are already a lot of those chips available. DELL has not even moved down the food chain to do specialty support chips...

What if IBM develops something that is better? Surely DELL must be looking into the advantages of packaging handhelds in the future...or other considerations?

Secondly, DELL has servers...so, why wouldn't this chip possibly be used in their servers? No - IBM does not make chips which DELL could use in servers and has no plans to do so. The technology that IBM is developing for SOI might eventually be used by Intel, or AMD if they go into server chips... but that still leaves DELL as a buyer of the end product, not a semiconductor developer.

The comments made in the article by "analysts" referred to the future performance of processors..."required to take full advantage of the internet and wide spread computing"...

Best, Kemble
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