SI
SI
discoversearch

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 131.56-1.8%9:34 AM EST
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: BUYandHOLD who wrote (67784)9/27/1998 2:11:00 PM
From: rudedog  Read Replies (1) of 176387
 
B&H -
Although it would be possible for HP, IBM and CPQ to maintain a proprietary edge with PCI-X, their decision to take the standard to the PCI Special Interest Group (SIG) and to Intel says that they do not plan to do that. The standards will be public and Intel will make sure that the chips are available to everyone eventually.

Obviously these three companies will have some initial time to market advantage, since all three are capable of producing their own silicon. This may give them 6 to 9 months in the market ahead of Dell. This would be the expected way that companies with big engineering and R&D would leverage that capability competitively.

I would expect all three of these companies to use their R&D and engineering capabilities as often as they can to build a competitive edge. Look at HP and its joint development on Merced, CPQ and its joint development of high availability NT with Microsoft, and the many IBM ventures such as PowerPC. Dell's strength is to make maximum use of that technology once it is generally available, and maintain a lean and mean model. CPQ spent $2B in R&D last year, Dell less than 1/10 of that. You be the judge of which was the smarter investment strategy.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News