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Re: 5*Re: I see two deals

By: DigSpace in ALEA | Recommend this post (0)
Tue, 29 May 12 7:28 PM | 73 view(s)
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Msg. 08133 of 54959
(This msg. is a reply to 08132 by faul)

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some time ago the "TPM driver" was removed from Dell ETS bundle, either BRCM started building their own driver, or it didn't make sense to overlap ... it was in a tech.bull thingy.

Either way I see this (notebooks and tablets represent growth):

http://www.statista.com/statistics/183419/forecast-of-global-sales-of-pcs-by-category/

and Samsung's growing market share, and more importantly the ultrabook market:

http://www.statista.com/statistics/219914/global-ultrabook-shipment-forecast/

and Samsung's big push there and I see this as the Dell deal, not the BRCM deal.


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The above is a reply to the following message:
Re: 5*Re: I see two deals
By: faul
in ALEA
Tue, 29 May 12 7:15 PM
Msg. 08132 of 54959

Samsung makes TPM's....

But it's all a blur now with ETS being integrated? into ESC.
You sold ESC & CSP to TPM manufacturers & ETS to PC OEM's,
but now ETS is integrated into ESC so who knows what
elements TPM manufacturers are paying for & what Dell
is paying for....?

Doma.


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