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Intel Corporation Message Board

  • stockjock44 stockjock44 Nov 28, 2012 9:06 PM Flag

    INTC buying ARM?

    The rumor is all over the place that ARM is up because INTC is in talks to buy them. Is this just a rumor or is it fact. I'll bet its a rumor for the big boys to get out. If I'm wrong, what has INTC to gain? Answer, a complete monoply on the 2 instruction sets used for almost all computing. What would that do to the INTC is dead because they don't have any mobile presence? They then would have 100% of mobile and 99% of desk tops, tablets, and others. The only other competitor not beholding to INTC would be AMD's 5 billion in sales. What would that do to INTC's stock price. At the historic level of 22PE and a 3/share profit, we could easily get $66.00/share. Far fetched, but it would turn the hedge funds and shorters world upside down overnight. Matbe, god wiling, this would happen to give the big boys what they so justly deserve. Just my thought! What about Yours?

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    • Think.

      Why would Intel buy ARM ? Is there any financial benefit in doing so ? No, it would take decades at ARMH's inflated P/E to get the money back.

      Would it stop licensees still making ARM chips to take mobile business away from Intel ? No, not unless Intel stopped licenses after buying.

      Would all the anti-trust bodies allow that ? No.

      Hell even Apple wouldn't allow it and would outbid Intel just for fun if it even attempted such a ridiculous move.

      The rumor only has one purpose ... to inflate the ARMH bubble stock some more.

      • 1 Reply to marsavian
      • Why would Intel buy ARM ? Is there any financial benefit in doing so ? No, it would take decades at ARMH's inflated P/E to get the money back.
        -----

        Decades eh?:)

        There is only one valid reason why Intel would buy ARMH and that's control over the ISA - to "mismanage" it to death no doubt :)

        As you point out, there are regulatory issues and other licences would jump in to the fight (as you say Apple, but others too - Samsung, QCOM etc).

        This rumor is #$%$.

    • Though this acquisition seems very far-fetched, I have always felt that there should be some strategic reason as to why Wind River (Intel subsidiary) continues to provide development/test tools for Android on ARM.

      So why would Intel help its competition develop better devices to compete against its own?
      Why would Intel further an instruction set/technology which can curtail the adoption of x86?
      What is Intel's end game?

      Does anyone else have a clue....

    • What about anti-trust considerations in the US and Europe? Intel's rep with Euro regulators isn't very good. Remember that $1B fine?

      Sentiment: Sell

 
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