http://www.engadget.com/2010/04/21/intel-looking-to-deploy-capital-on-smartphone-and-other-ce-acq/ Engadget Comments for Intel looking to 'deploy capital' on smartphone and other CE acquisitions http://www.engadget.com/media/feedlogo.gif http://www.engadget.com en-us Copyright 2012 Weblogs, Inc. The contents of this feed are available for non-commercial use only. Blogsmith http://www.blogsmith.com/http://www.engadget.com/2010/04/21/intel-looking-to-deploy-capital-on-smartphone-and-other-ce-acq/http://www.engadget.com/2010/04/21/intel-looking-to-deploy-capital-on-smartphone-and-other-ce-acq/Apr 21st 2010 12:53PMhttp://www.engadget.com/2010/04/21/intel-looking-to-deploy-capital-on-smartphone-and-other-ce-acq/http://www.engadget.com/2010/04/21/intel-looking-to-deploy-capital-on-smartphone-and-other-ce-acq/
Intel cannot get into the smartphone or tablet game for one reason. They have zero ability in the graphics arena. They will always be 3 to 4 years behind in graphics technology. With great difficulty, they may be able to produce a CPU to rival ARM in about 4 years (by which time it may be too late) .. but they'll never ever have a GPU that performs at the levels of current smart phone GPUs made by others.]]>Apr 21st 2010 2:43PMhttp://www.engadget.com/2010/04/21/intel-looking-to-deploy-capital-on-smartphone-and-other-ce-acq/http://www.engadget.com/2010/04/21/intel-looking-to-deploy-capital-on-smartphone-and-other-ce-acq/Apr 21st 2010 2:55PMhttp://www.engadget.com/2010/04/21/intel-looking-to-deploy-capital-on-smartphone-and-other-ce-acq/http://www.engadget.com/2010/04/21/intel-looking-to-deploy-capital-on-smartphone-and-other-ce-acq/Apr 21st 2010 9:31PMhttp://www.engadget.com/2010/04/21/intel-looking-to-deploy-capital-on-smartphone-and-other-ce-acq/http://www.engadget.com/2010/04/21/intel-looking-to-deploy-capital-on-smartphone-and-other-ce-acq/Apr 21st 2010 12:55PMhttp://www.engadget.com/2010/04/21/intel-looking-to-deploy-capital-on-smartphone-and-other-ce-acq/http://www.engadget.com/2010/04/21/intel-looking-to-deploy-capital-on-smartphone-and-other-ce-acq/Apr 21st 2010 12:55PMhttp://www.engadget.com/2010/04/21/intel-looking-to-deploy-capital-on-smartphone-and-other-ce-acq/http://www.engadget.com/2010/04/21/intel-looking-to-deploy-capital-on-smartphone-and-other-ce-acq/Apr 21st 2010 12:56PMhttp://www.engadget.com/2010/04/21/intel-looking-to-deploy-capital-on-smartphone-and-other-ce-acq/http://www.engadget.com/2010/04/21/intel-looking-to-deploy-capital-on-smartphone-and-other-ce-acq/Apr 21st 2010 12:57PMhttp://www.engadget.com/2010/04/21/intel-looking-to-deploy-capital-on-smartphone-and-other-ce-acq/http://www.engadget.com/2010/04/21/intel-looking-to-deploy-capital-on-smartphone-and-other-ce-acq/
Anybody should buy Palm, but since everyone knows that it has no hope of surviving as it is, it is now clear that all the vultures are already gathering waiting for it to become a corpse.
That way they will be able to grab for cheap and share among themselves the juicy bits and leave the rest to rot.
White knights are hard to come by these days.]]>Apr 21st 2010 1:16PMhttp://www.engadget.com/2010/04/21/intel-looking-to-deploy-capital-on-smartphone-and-other-ce-acq/http://www.engadget.com/2010/04/21/intel-looking-to-deploy-capital-on-smartphone-and-other-ce-acq/Apr 21st 2010 1:22PMhttp://www.engadget.com/2010/04/21/intel-looking-to-deploy-capital-on-smartphone-and-other-ce-acq/http://www.engadget.com/2010/04/21/intel-looking-to-deploy-capital-on-smartphone-and-other-ce-acq/Apr 21st 2010 3:00PMhttp://www.engadget.com/2010/04/21/intel-looking-to-deploy-capital-on-smartphone-and-other-ce-acq/http://www.engadget.com/2010/04/21/intel-looking-to-deploy-capital-on-smartphone-and-other-ce-acq/Apr 21st 2010 3:05PMhttp://www.engadget.com/2010/04/21/intel-looking-to-deploy-capital-on-smartphone-and-other-ce-acq/http://www.engadget.com/2010/04/21/intel-looking-to-deploy-capital-on-smartphone-and-other-ce-acq/
Even those who are convinced that what you're sayng makes sense and (more importantly) makes money, are gonna wait for "the right moment to buy" . In the specific case of Palm all analysts and pros have agreed (tacitly or not) that the "best moment " is gonna be just after the death of their pray.
Which makes a lot of sense on a purely monetary point of view: Palm has stuff they all covet but it pretends to be payied for it, but once it will have died (and all know it's gonna be soon) its bargaining position will be nonexistent.
Besides different voulturs crave different bits of the soon to be carrion, so all the players in the game know that the best move they can do is just sit on a nearby branch and wait for the inevitable to happen.
If one would make a move before, he knows that he will be spoiling the feast for everyone, including himself.
One of the first things I learned in Wall Street is that most (nearly all) company are worth more (to "financial investors" aka speculators) once dismembered than when they are whole functioning organisms.
If a prime company , with lots of meat still on its bones, is doing the favor of dieing on its own , to interfear with this process on the Street would be considered financial madness and socially unacceptable behaviour.
I'm so certain of what I say that I have already put my money where my mouth is, and judjing by the prices of related futures options , evryone and his dog is doing doing the same thing.
]]>Apr 21st 2010 7:13PMhttp://www.engadget.com/2010/04/21/intel-looking-to-deploy-capital-on-smartphone-and-other-ce-acq/http://www.engadget.com/2010/04/21/intel-looking-to-deploy-capital-on-smartphone-and-other-ce-acq/
I'd bet my money there are multiple suitors, but yes, of course they are waiting for 2 things. It to make (more) financial sense for them, and to not bid before they think they actually need to bid. ]]>Apr 21st 2010 9:37PMhttp://www.engadget.com/2010/04/21/intel-looking-to-deploy-capital-on-smartphone-and-other-ce-acq/http://www.engadget.com/2010/04/21/intel-looking-to-deploy-capital-on-smartphone-and-other-ce-acq/Apr 21st 2010 12:58PMhttp://www.engadget.com/2010/04/21/intel-looking-to-deploy-capital-on-smartphone-and-other-ce-acq/http://www.engadget.com/2010/04/21/intel-looking-to-deploy-capital-on-smartphone-and-other-ce-acq/
They clearly have enormous resources and talent, and yet they aren't a big player in the market.
... so to jumpstart their mobile-push, who are they going to buy??]]>Apr 21st 2010 1:02PMhttp://www.engadget.com/2010/04/21/intel-looking-to-deploy-capital-on-smartphone-and-other-ce-acq/http://www.engadget.com/2010/04/21/intel-looking-to-deploy-capital-on-smartphone-and-other-ce-acq/
Palm + Intel = Win]]>Apr 21st 2010 1:07PMhttp://www.engadget.com/2010/04/21/intel-looking-to-deploy-capital-on-smartphone-and-other-ce-acq/http://www.engadget.com/2010/04/21/intel-looking-to-deploy-capital-on-smartphone-and-other-ce-acq/
That doesn't make much sense in my book.
Intel is a component-maker, not a gadget-maker. Say they bought Palm and investment a ton of money into them and got their marketshare to double. That would still make them only a small player... 10% of the smartphone market at best. Intel usually doesn't play that way - they would rather supply one chip to 50% of a HUGE market, than 100% of the components in a tiny niche market.

It would make much more sense for them to buy up a cellphone chip maker. Maybe not Qualcomm, but maybe Texas Instruments or partner with Motorola or someone like that.]]>Apr 21st 2010 1:41PMhttp://www.engadget.com/2010/04/21/intel-looking-to-deploy-capital-on-smartphone-and-other-ce-acq/http://www.engadget.com/2010/04/21/intel-looking-to-deploy-capital-on-smartphone-and-other-ce-acq/
Very typical]]>Apr 21st 2010 1:11PMhttp://www.engadget.com/2010/04/21/intel-looking-to-deploy-capital-on-smartphone-and-other-ce-acq/http://www.engadget.com/2010/04/21/intel-looking-to-deploy-capital-on-smartphone-and-other-ce-acq/I didn't think they were "bad mouthing" Meego -- they just said that it has no market share yet and basically isn't even ready for production devices...which is true. Yes, Meego looks pretty sick but if you have been around the consumer electronics game long enough you learn to never make a final judgment about something until there's an actual product for sale. Vaporware is extremely common, and who knows what the final build will look like.]]>Apr 21st 2010 1:15PMhttp://www.engadget.com/2010/04/21/intel-looking-to-deploy-capital-on-smartphone-and-other-ce-acq/http://www.engadget.com/2010/04/21/intel-looking-to-deploy-capital-on-smartphone-and-other-ce-acq/you should really take their humorous jab a little bit more personally.]]>Apr 21st 2010 1:18PMhttp://www.engadget.com/2010/04/21/intel-looking-to-deploy-capital-on-smartphone-and-other-ce-acq/http://www.engadget.com/2010/04/21/intel-looking-to-deploy-capital-on-smartphone-and-other-ce-acq/
if it was apple about to release meego their would be editorials all over the place.. but i digress.]]>Apr 21st 2010 1:19PMhttp://www.engadget.com/2010/04/21/intel-looking-to-deploy-capital-on-smartphone-and-other-ce-acq/http://www.engadget.com/2010/04/21/intel-looking-to-deploy-capital-on-smartphone-and-other-ce-acq/true that, but such is the way of reporting: objectivity is harder than an overdose of viagra...]]>Apr 21st 2010 1:23PMhttp://www.engadget.com/2010/04/21/intel-looking-to-deploy-capital-on-smartphone-and-other-ce-acq/http://www.engadget.com/2010/04/21/intel-looking-to-deploy-capital-on-smartphone-and-other-ce-acq/Apr 21st 2010 1:12PMhttp://www.engadget.com/2010/04/21/intel-looking-to-deploy-capital-on-smartphone-and-other-ce-acq/http://www.engadget.com/2010/04/21/intel-looking-to-deploy-capital-on-smartphone-and-other-ce-acq/
Buying NVidia, however, gets them Tegra. :)

AMD was allowed to buy ATI, so I doubt there'd be that much of a problem with Intel buying NVidia.

They could also look into buying one or more of the companies that supply various other cellphone chips (Broadcom, etc.). The move to LTE over the next few years is going to be very profitable for several component manufacturers.
]]>Apr 21st 2010 1:19PMhttp://www.engadget.com/2010/04/21/intel-looking-to-deploy-capital-on-smartphone-and-other-ce-acq/http://www.engadget.com/2010/04/21/intel-looking-to-deploy-capital-on-smartphone-and-other-ce-acq/Apr 21st 2010 1:26PMhttp://www.engadget.com/2010/04/21/intel-looking-to-deploy-capital-on-smartphone-and-other-ce-acq/http://www.engadget.com/2010/04/21/intel-looking-to-deploy-capital-on-smartphone-and-other-ce-acq/Apr 21st 2010 1:30PMhttp://www.engadget.com/2010/04/21/intel-looking-to-deploy-capital-on-smartphone-and-other-ce-acq/http://www.engadget.com/2010/04/21/intel-looking-to-deploy-capital-on-smartphone-and-other-ce-acq/Apr 21st 2010 1:35PMhttp://www.engadget.com/2010/04/21/intel-looking-to-deploy-capital-on-smartphone-and-other-ce-acq/http://www.engadget.com/2010/04/21/intel-looking-to-deploy-capital-on-smartphone-and-other-ce-acq/
Plus maybe they could bring over some of those engineers from Israel and put NVidia's GPUs on a power consumption diet, because DAYUM.]]>Apr 21st 2010 1:37PMhttp://www.engadget.com/2010/04/21/intel-looking-to-deploy-capital-on-smartphone-and-other-ce-acq/http://www.engadget.com/2010/04/21/intel-looking-to-deploy-capital-on-smartphone-and-other-ce-acq/
So, forget that possibility.

Intels problem is its stubborness. They think x86 is the answer for everything. Its not. Yet they still try to push Itanic, sorry Itantium, with its IA64 architecture and nobody outside Intel knows why... HP is the last one holding the Itanium candle, even Microsoft recently announced that they will drop support for IA64.

What Intel should do with these resources instead, is to make something that actually competes with the ARM architecture. Atom isnt it...]]>Apr 21st 2010 1:41PMhttp://www.engadget.com/2010/04/21/intel-looking-to-deploy-capital-on-smartphone-and-other-ce-acq/http://www.engadget.com/2010/04/21/intel-looking-to-deploy-capital-on-smartphone-and-other-ce-acq/
The other easy way into the market would be to license the ARM cores they want, slap a low-power version of their latest GPU tech into it and go after a Tegra-like platform of their own. Whatever they do, if they want in that market, they're going to have to do it pretty damn quickly.]]>Apr 21st 2010 1:46PMhttp://www.engadget.com/2010/04/21/intel-looking-to-deploy-capital-on-smartphone-and-other-ce-acq/http://www.engadget.com/2010/04/21/intel-looking-to-deploy-capital-on-smartphone-and-other-ce-acq/
IMHO, I think they should concentrate in what they are doing right now. Partnerships with big companies and developing MeeGo so it can be stretched form cars to netbooks.]]>Apr 21st 2010 1:27PMhttp://www.engadget.com/2010/04/21/intel-looking-to-deploy-capital-on-smartphone-and-other-ce-acq/http://www.engadget.com/2010/04/21/intel-looking-to-deploy-capital-on-smartphone-and-other-ce-acq/Apr 21st 2010 1:30PMhttp://www.engadget.com/2010/04/21/intel-looking-to-deploy-capital-on-smartphone-and-other-ce-acq/http://www.engadget.com/2010/04/21/intel-looking-to-deploy-capital-on-smartphone-and-other-ce-acq/Apr 21st 2010 1:30PMhttp://www.engadget.com/2010/04/21/intel-looking-to-deploy-capital-on-smartphone-and-other-ce-acq/http://www.engadget.com/2010/04/21/intel-looking-to-deploy-capital-on-smartphone-and-other-ce-acq/Apr 21st 2010 1:32PMhttp://www.engadget.com/2010/04/21/intel-looking-to-deploy-capital-on-smartphone-and-other-ce-acq/http://www.engadget.com/2010/04/21/intel-looking-to-deploy-capital-on-smartphone-and-other-ce-acq/
Then they could hire HTC to make a bulitproof case fully loaded for it.

sounds good....]]>Apr 21st 2010 2:00PMhttp://www.engadget.com/2010/04/21/intel-looking-to-deploy-capital-on-smartphone-and-other-ce-acq/http://www.engadget.com/2010/04/21/intel-looking-to-deploy-capital-on-smartphone-and-other-ce-acq/.
Intel, or even Cisco would be better as they would let the Palm team do the phone stuff, and just let loads of money flow in.]]>Apr 21st 2010 2:28PMhttp://www.engadget.com/2010/04/21/intel-looking-to-deploy-capital-on-smartphone-and-other-ce-acq/http://www.engadget.com/2010/04/21/intel-looking-to-deploy-capital-on-smartphone-and-other-ce-acq/Apr 21st 2010 2:37PMhttp://www.engadget.com/2010/04/21/intel-looking-to-deploy-capital-on-smartphone-and-other-ce-acq/http://www.engadget.com/2010/04/21/intel-looking-to-deploy-capital-on-smartphone-and-other-ce-acq/Speaking of Meego, Nokia's rumored comeback into the tablet space would be interesting, since now they have Intel's backing. Now they also have some experience of making larger devices with the Booklet thing.

On top of that , Meego looks very promising. Nokia can try to build an ecosystem around it. Smartphones (N900 successors) and a Tablet, and they might have a chance of competing against Apple's monsters.]]>Apr 21st 2010 4:18PMhttp://www.engadget.com/2010/04/21/intel-looking-to-deploy-capital-on-smartphone-and-other-ce-acq/http://www.engadget.com/2010/04/21/intel-looking-to-deploy-capital-on-smartphone-and-other-ce-acq/Apr 21st 2010 2:42PMhttp://www.engadget.com/2010/04/21/intel-looking-to-deploy-capital-on-smartphone-and-other-ce-acq/http://www.engadget.com/2010/04/21/intel-looking-to-deploy-capital-on-smartphone-and-other-ce-acq/One word: Moorestown.]]>Apr 21st 2010 3:09PMhttp://www.engadget.com/2010/04/21/intel-looking-to-deploy-capital-on-smartphone-and-other-ce-acq/http://www.engadget.com/2010/04/21/intel-looking-to-deploy-capital-on-smartphone-and-other-ce-acq/
Intel buying Palm to offer a WebOS software license and a tailor made chip package to go with the software to hardware manufacturers = SUPER WIN

They would be the one man WinTel of the future smartphone market, and no one would be able to stop them. They'd be able to perfectly match an OS and chip combo that would work symbiotically. The OS would take advantage of every hardware feature, and thus have both awesome hardware acceleration and awesome battery life. Apple and well matched A4+iPhone OS combo would instantaneously be the underdog, shitty Qualcomm and its lack of drivers in just about every OS would fall of the face of the earth, and ARM Cortex would have no one left to court. Finally every OEM, Samsung, Sony, HTC, Levno, LG, etc would want to license the WebOS Intel software chip combo.]]>Apr 21st 2010 2:50PMhttp://www.engadget.com/2010/04/21/intel-looking-to-deploy-capital-on-smartphone-and-other-ce-acq/http://www.engadget.com/2010/04/21/intel-looking-to-deploy-capital-on-smartphone-and-other-ce-acq/Apr 21st 2010 3:24PMhttp://www.engadget.com/2010/04/21/intel-looking-to-deploy-capital-on-smartphone-and-other-ce-acq/http://www.engadget.com/2010/04/21/intel-looking-to-deploy-capital-on-smartphone-and-other-ce-acq/Apr 21st 2010 3:47PMhttp://www.engadget.com/2010/04/21/intel-looking-to-deploy-capital-on-smartphone-and-other-ce-acq/http://www.engadget.com/2010/04/21/intel-looking-to-deploy-capital-on-smartphone-and-other-ce-acq/]]>Apr 21st 2010 3:57PMhttp://www.engadget.com/2010/04/21/intel-looking-to-deploy-capital-on-smartphone-and-other-ce-acq/http://www.engadget.com/2010/04/21/intel-looking-to-deploy-capital-on-smartphone-and-other-ce-acq/Apr 21st 2010 4:06PMhttp://www.engadget.com/2010/04/21/intel-looking-to-deploy-capital-on-smartphone-and-other-ce-acq/http://www.engadget.com/2010/04/21/intel-looking-to-deploy-capital-on-smartphone-and-other-ce-acq/Apr 21st 2010 4:14PMhttp://www.engadget.com/2010/04/21/intel-looking-to-deploy-capital-on-smartphone-and-other-ce-acq/http://www.engadget.com/2010/04/21/intel-looking-to-deploy-capital-on-smartphone-and-other-ce-acq/Apr 21st 2010 4:43PMhttp://www.engadget.com/2010/04/21/intel-looking-to-deploy-capital-on-smartphone-and-other-ce-acq/http://www.engadget.com/2010/04/21/intel-looking-to-deploy-capital-on-smartphone-and-other-ce-acq/Apr 21st 2010 4:57PM