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Technology Stocks : DELL Bear Thread

DELL 122.70

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Nov 18 3:59 PM EST

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To: Bilow who wrote (1667)	8/26/1998 6:09:00 PM
From: Mitchell Ryan	Read Replies (1) of 2578

<<Which company produces systems on a chip? The US companies are leaders in this. Look at the PC chip houses (i.e. INTC and the dwarves). My bet would be IBM.>> Did you know that IBM and Intel had a joint venture back in 1992? They had a design center in Boca Raton, FL, and were attempting to develop the "PC on a chip". Do you see this product today? The answer is no, because the economics prohibit it. There are 2 major problems with the "PC on a chip". 1. By the time you select a stable CPU core, add the additional logic, verify the design, etc., etc., new higher performance CPU cores are available which render the whole thing obsolete! 2. Assuming you select the highest performance core on your most expensive manufacturing process, the cost of adding all of that low speed logic onto an expensive high speed process is more expensive than a discrete solution. The joint venture was dissolved. Good luck if you're basing you investment decisions on levels of integration that in all probability will never happen. Ryan

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