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Strategies & Market Trends : Roger's 1998 Short Picks

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To: phbolton who wrote (17626)3/6/1999 1:58:00 PM
From: Don Westermeyer  Read Replies (1) of 18691
 
Don: the IBM deal could be a big deal for Dell *IF* IBM gets the "system on a chip" in copper mode at 0.15 micron out the door in reasonable time (holiday season 99?...).

Well, maybe, I don't really know. I'm sure Dell won't have an exclusive license with IBM on the chipset.

I will say it is amazing how technology continues to move.

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