I didn't hear him say that ... I heard major cell phone announcements in the near future but missed the acquisitions comment. Are you sure he wasn't talking about this year’s major acquisitions?
Have to listen to the conference call carefully to see what he actually said.
If he did mention acquisitions, Nvidia could be a target for its patent portfolio - and also for eliminating Tegra. Nvidia is in bad shape now...likely to get much worse shape once Ivy Bridge starts shipping.
This is the top of my list for acquisition candidates from Intel. . . Imagination Technologies. It's who is responsible for the GPU in Medfield. It's PowerVR that they will really want. This also could help them boost up graphics performance of Ivy Bridge processors.
I also believe you'll see a rich mixture of acquisitions of small companies you've never heard of which they've been doing in the past and odd large acquisitions for patent portfolios. They can drive smaller ARM licencees from the market with litigation.
Expect to see consolidation of ARM player in the market over the next 18 months.
As Alexander mentioned, Intel religiously avoids competing with its customers.
So probability of acquiring EMC is low-to-nil since it would compete with other storage vendors.
Any acquisitions will only be for technology. Texas Instruments (TI) has been mentioned a few times for their OMAP division, it is a possibility only if they have sufficient core technologies that is not specific to ARM designs.
Intel has mentioned that mobile communication technologies and security (across all platforms) would be a major focus for the company. Companies in these spaces would be good targets for Intel.
Very unlikely. Intel wants their silicon in all phones. If Intel buys RIMM, they will be in competition and will not win as many designs. They do not like to compete with their customers.
With a new transistor technology, some major acquisitions, the debut of the Ultrabook category, and newfound optimism about the smartphone and tablet market, it's only going to get better for Intel, Otellini said