Dell Technologies Inc. Message Board

STOCKTALK

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.

Technology Stocks : Dell Technologies Inc.

DELL 128.43

+0.6%

Dec 24 12:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Techie who wrote (48181)	6/20/1998 12:05:00 PM
From: rudedog	Read Replies (1) of 176387

Techie - Not sure I understand your point here. Intel is moving the low cost chips to BGA (surface mount) to capture some embedded sales (drives up chip volume and can use lower speed parts so the whole of the speed distribution gets sold), and also both of the current 'standard' MB connector designs. This is just the 'capture the value' phase - as chip yields go up and volume starts to build, Intel wants to efficiently harvest all of the potential sales opportunities. What is the impact on Dell, in your opinion?

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next