It would be interesting for Intel to acquire Nvidia and get a CEO along with a graphic division.
It would also eliminate the threat of ARM as in Project Denver from rearing up or, at least re-position it as x86 based.
It is possible, even logical, but not probable. Intel generally goes it alone and will build their own alternative instead of buying a competitor. In the end, they produce an acceptable alternative that is good enough, but not one that excels. For most users and manufacturers, "good enough" will suffice when you offset the cost differential.
However, with NVDA, Intel has to be concerned that if they don't buy the company, someone else could and instantly becomes a competitor - or greater threat.
While NVDA languishes at the current ridiculous valuation, that threat continues to exist and grow in my mind.
Sentiment: Strong Buy
I’ve noticed there are 21 replies on this topic which shows quite an interest. It seems investors here are worried about Nvidia’s doomed fate and its diminishing prospect. What is so odd is Nvidia’s management has been very quiet recently which is always not a good sign.
"I’ve noticed there are 21 replies on this topic which shows quite an interest. It seems investors here are worried about Nvidia’s doomed fate and its diminishing prospect. What is so odd is Nvidia’s management has been very quiet recently which is always not a good sign."
Good Luck with your short...
I like my strategy, which is buying them all when any of them dips:
INTC, NVDA, QCOM, ARMH, BRCM. Also own AAPL (largest holding), MSFT, NOK and RIMM (and also some of the smaller names like ovti and crus) . Dividends have been growing, their fortunes ebb and flow. I could just own an index but I like to pick and choose when I buy or pare any of them. Hell I even bought some HPQ yesterday and sold calls against it. Figured that was like free money. But I generally keep trading to a minimum.
"But how long until LTE is a commodity...??
It's hard to find an SoC without it...", writes getanid61.
Have you Looked at a nvidia Product Catalog lately?
No nvidia SoC with LTE there, right?
But maybe nvidia will get the Grey chip out within, "a one year time frame."
Said current CEO Jen -- In November, 2012.
When LTE has Truly become an industry-wide commodity.
Nvidia : Too little, too late.
"Is an Intel acquisition of Nvidia possible?"
Forgetta 'bout it, boys.
Intel Corporation already bought the right to use each and every existing nvidia patent.
And any new patents issued through what, the year 2017?
So Intel already Has the right to use ALL of nvidia's intellectual property.
Which has already worked out pretty well for Intel with their brand-new,
Tesla crushing, highly energy efficient Intel Xeon Phi accelerator cards.
So why on earth would Intel want all of that strange-looking used office equipment?
Answer : They wouldn't.
Just another take-over rumor fabricated by the nvidia pumpers.
So Sell the Rumor, boys.
And buy the non-news.
Intel is still working on its own mobile strategy. They've been investing heavily in it and the results should start showing up next year. If that fails miserably then Its slightly more likely they would be interested. However Intel would likely buy a no name company and use them as a starting point. So I have to say no not going to happen.
Time is tight and Intel doesn't have much more time as they lose more market share to ARM. They're backs are against the wall, and many scenarios are probably being considered to stop the hemorrhaging? Perhaps they might just bite the bullet and consider buying Nvidia if their band of lawyers say they would have a good chance of passing SEC anti-trust issues? How many years have they been trying with Atom without any success? Intel will always be behind with the bloated legacy x86 issues that will not be able to break the long-time advantage ARM has in pricing, and power savings. Offering Jen the top spot that's now available, along with a generous buy-out price might be something Jen would consider? Jen did make a point of wanting to be in charge of AMD when they wanted to buy Nvidia. Most likely won't happen, but strange things have happened in the past with mergers and acquisitions.
"This is looking more and more possible. INTC will not only acquire NVDA but Jen will take over as CEO of combined entity.
You heard it hear first!"
Hmmm... did that change you to long again ??
your view of this company is like a yo-yo...