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Technology Stocks : LSI Corporation

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To: Jock Hutchinson who wrote (17287)3/4/1999 11:50:00 PM
From: Grand Poobah  Read Replies (3) of 25814
 
I don't think Dell is going to be doing any advanced semiconductor development any time soon, considering right now they're buying their chips from other companies. Just getting access to process technologies and patent portfolios is a far cry from assembling design teams and getting into a totally different business segment. My take on that part of the deal is that Dell may want access to chips designed by IBM and manufactured by IBM in their advanced processes.

Regards,
G.P.
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