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Mordechai Yavneh on Silicon Motion $SIMO

Yet Another Value Podcast

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The Bifurist Build of Intel and Dell

Mordecai: Could Dell and HP, could each of them have made their own operating system? Mordecai: technically yes. But it was probably better for Intel to do all that R&D,. build the giant bat and then sell to Dell, Microsoft, Dell, HP, Apple - over a much bigger base. Am I thinking about that correctly? Absolutely, absolutely.

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