Msg. 08114 of 54959 (This msg. is a reply to
08113 by
Cactus Flower)
Jump:
I would agree were the case that Atml of Intc sold handsets or tablets where a complete solution is required. It reads 'on Samsung devices that include a TPM'. Intc doesn't sell peanuts in the way of assembled MoBos and in 2005-7 a variety of INTC, STM, BRCM, USG and Winbond were variably 10% customers ... all to get swept away by the box guy, in this case Dell. I read it more like Dell and less like BRCM (which provides the chip to Dell and for whom BRCM dropped off the 10% radar years ago). Whether Wav e still gets a penny for those from BRCM I do not know, but I read this like Dell and not like chip folks.
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