I think Intel's thoughts are that they can buy an also ran, leverage Intel manufacturing skills, technology, and their distribution to make the company a leader. Also, I think Intel thinks of themselves, in buying other companies, as a consolidator of different but complimentary technologies that can become bigger than the sum of their parts. So far, this hasn't worked out, to my knowledge.
John,
If that's their strategy, I don't think its a good one...I think tech innovation moves too quickly. They paid a lot of $$$ for XIRC and I don't think they will get a lot out of it...even if is in lucrative notebooks.
As for the price, I thought Intel was going to prove A. Kumar wrong....but it may turn out he's right. If it drops to $26 like he predicts, I will buy more for my main portfolio.
ted |
