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Marvell Technology Group Ltd. Message Board

  • scott4usa scott4usa Dec 6, 2012 1:06 AM Flag

    Apple, Intel, Marvell

    From what I gather
    Apple wants to dump Samsung as its ARM foundry over disputes and such
    If Intel gets into Apple as a foundry for ARM it would like to use that as a go ahead to
    supply chips for I-phone.
    Yet Intel x-86 is a no-go for Apple
    If they acquire Marvell does that solve the problem or does Intel make its own ARM chip?
    According to Marvell's CEO the cost of entry to build is high.

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    • First off, it was definitely a MAJOR mistake to sell XScale to Marvell -- and Intel sold really cheap especially after losing tons of money developing XScale. But hey that was 2006, and Intel "ruled" and they wanted to stick to their "core" business -- and get "back to basics." -- i.e. x86. Fast forward to 2012 -- smart phones and tablets sales are surging -- not desktops. Intel to get new CEO. Boy...2006 sounds like such a long time ago.

      IMO, it's not a question of "if" but "when" Intel moves back to ARM. Does Intel make their own ARM chip ?-- aside from the cost of entry being high -- (which I think Intel can overcome from a monetary perspective). The real cost of entry is the lengthy amount of "time" to develop a ARM chip, make it, market it, then get customers to buy it. FACT: the market won't wait that long.

      MRVL is in a good position. I've always thought of MRVL as a ripe target for acquisition...we'll see. At any rate, MRVL is well-positioned and still cheap at these levels.

      Sentiment: Strong Buy

 
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