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Technology Stocks : Dell Technologies Inc. -- Ignore unavailable to you. Want to Upgrade?

To: kemble s. matter who wrote (155860)	4/3/2000 10:29:00 AM
From: rudedog	Read Replies (1) \| Respond to of 176387

Kemble - IBM has the best silicon technology in the world - all of the folks who need really hard stuff done in that space turn to IBM's semiconductor guys. Press reports over the past year have mentioned that CPQ is looking at IBM for the next generation of Alpha copper-based chips, for example, and IBM can do ASIC work which is way more complex than other vendors. However, this has NOTHING to do with the business DELL is in or is likely to get into in the next few years. IMO the concerns that DELL would have for further chips would be resolved with this chip from IBM. I am confused by your linkage of IBM chip technology and DELL computers. Do you imagine that DELL will bring out a line of PowerPC based systems running AIX or LINUX? IBM does not manufacture any chips which would support the architectures DELL sells. Even if IBM does some manufacturing of AMD based designs (which seems unlikely at this point given that AMD has their own copper process), DELL would still have to buy those from AMD... I can't imagine DELL doing anything but IA32 based designs (and IA64 when those are ready), and IBM is not a supplier in that game in any sense.