Chip giant reported to be in talks to acquire largest FPGA maker, with eyes on Cloud-RAN and new server markets
This is no longer just about enterprises - Intel is pushing its server processor technology into the carrier network and wireless infrastructure spaces, riding on the interest in virtualization, including Cloud-RAN. It has made several acquisitions recently, including those of LSI's Axxia division and Mindspeed's former Picochip unit, aimed at improving its capabilities in base stations, network processors and C-RAN.
After dealing with ALTR, this stock is going back to low of $30 position this week.
It is not a good time to buy it yet. Just make some short here for its Q1's result.
Since I sold $31.50 calls last week and my shares were called away on Saturday, I have a strong desire that there is no deal (today) and the SP drops back to closer to $30 so I can buy back. If it does, that will be the easiest money I ever made.
I sounds like a deal would be good for both companies, but I question why it would make INTC go up 6%. Generally, the buyers SP goes down to reflect some dilution and some sour grapes. If there is no announcement before opening, I expect a fairly large drop in SP. Even if there is an announcement, I doubt if $32 could hold.
I will be interesting.
I don't actually own a tablet so again I'm just Googling around and pasting what supports my bias.
Surface Pro's are interesting devices but they are first and foremost a tablet. There are several issues with this: First Microsoft has very little of interest in the way of touch applications in the MS Store so very few people will buy this just for tablet use, and secondly Microsoft's demand for the user to be logged into their servers to use most Metro apps is a non-starter. The only thing more insulting is their demand to scoop up all the user's personal files and data into MS's OneDrive cloud while logged into the MS account.
Since there are few touch applications of interest most people will want to also use the device as a laptop which means they have to buy the rather costly external keyboard that doesn't work well on any uneven surface because of the soft hinge. So after spending all that money it still doesn't function well as a laptop either.
When I visited a MS Store recently I noticed the sales people saying to shoppers looking at the new Dell XPS 13, "have you seen the Surface Pro?" pointing to the table where those were located and hoping to steer the buyer to MS's own devices but most said "sure" and just kept looking at the new sleek 2-1s.
The Intel processors are awesome and this device could be improved greatly, but MS needs to do two things. First they need to make it easy to use Metro apps without having to have a MS Account or dependence on MS's OneDrive cloud that vacuums-up everyone's personal data, and secondly they need to make an attachable keyboard that can support the weight of the device so it can be used as a laptop wherever the person might be.
Intel in Talks to Buy Altera -- 4th Update
7:26 pm ET March 27, 2015 (Dow Jones) Print
By Dana Mattioli and Dana Cimilluca in New York and Don Clark in San Francisco
Intel Corp. is in advanced talks to buy chip partner Altera Corp., according to people familiar with the matter, a move that would represent the semiconductor giant's biggest-ever acquisition.
It wasn't immediately clear how much Intel would pay for a deal. Altera had a market capitalization of about $10.4 billion before The Wall Street Journal first reported on the talks and ended Friday valued at $13.4 billion. It would be a big bite for Intel, which has historically stuck to smaller-size acquisitions.
The Santa Clara, Calif., company is a giant in the semiconductor business and had a market value of $151.6 billion. It is the largest maker by far of chips that supply calculating engines in PCs and server systems.
Altera, based in San Jose, Calif., is one of the two largest makers of field-programmable gate arrays, or FPGAs, which can be configured by customers for various tasks after they are manufactured. FPGAs are widely used in phone networks, computer-networking equipment, cars and other products.
Altera and longtime rival Xilinx Inc. have pushed FPGAs into new areas where customers once designed chips from scratch. These chips can be programmed to carry out specialized tasks like data encryption and work much faster than standard microprocessors like Intel's Xeon.
Intel and Altera have worked together in the past. Intel, which has tried to build a new business out of manufacturing chips for other companies, in 2013 reached an agreement to offer its most advanced production process to Altera.
Buying Altera would further solidify their manufacturing partnership, and help Intel keep its factories full. Still, a tie-up with Altera may not help Intel place more of its chips in smartphones, now a major gap in its portfolio as more computing activities take place in pocket-size product
You may have to wear a prosthesis. You know, a belted device that has .... well, you know, a thing that juts out and can at least make you somewhat functional ..... at least in an absurd way.
Didn’t think it was possible to pick winners so consistently. Good thing I found Ultimate Stock Alerts (look them up in Google). Made back my all my losses in a week!