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Technology Stocks : LSI Corporation

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To: Grand Poobah who wrote (17301)3/5/1999 12:03:00 AM
From: Tony Viola  Read Replies (1) of 25814
 
Grand Poobah, >>>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 pr<<<

Exactly right. Semiconductor design and fab is the most expensive IP that there is. Dell, with their paltry R&D budget, has no plan or chance to go there.

Tony
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