Comment Re:Unsubstantiated rumor (Score 1) 325
(1)+(2) I don't think Dell manufactures components but they design their own motherboards, cases, etc and assemble everything. That's a lot different from just reselling stuff. AMD sold the manufacturing part of its business a while ago, they basically just design chips now which is not that dissimilar to Dell's situation.
(3) They could save money by using their own chip designs rather than paying a third party like they do at the moment. I think the biggest gain would be in custom chips for storage/networking kit. I do agree about the investment part though. And selling x86 chips and GPUs isn't their area, especially becuase of the monopoly claims it''s bound to cause.
Overall I think there are some benefits but it's probably not a good idea.