News 021216 (potential buyers?)

[Admin]

Google’s Hardware Endgame? Making Its Very Own Chips

www.wired.com/2016/02/googles-hardware-endgame-making-its-very-own-chips/

Qualcomm hopes a gradual approach to server market will pay dividends

www.cio.com/article/3032677/qualcomm-hopes-a-gradual-approach-to-server-market-will-pay-dividends.html

Watch Out, Intel: Google Is Cozying Up To Qualcomm In The Data Center

www.forbes.com/sites/aarontilley/2016/02/08/watch-out-intel-google-is-cozying-up-to-qualcomm-in-the-data-center/#28c93c9e1b22

Good and bad news:

"Asked if ARM still expects to have 25% of the server processor market in 2020, Hutton replies: "Yes. One of the things that drives it is that server processors are dominated by one company and cloud customers want the chance to play off multiple suppliers against each other.""

www.electronicsweekly.com/news/business/stellar-year-for-arm-2016-02/

Data Centers Tap ARM, 100GE

www.eetimes.com/document.asp?doc_id=1328893

Cisco Is Hopeful Despite Data Center Decline

"When an analyst on the earnings conference call asked Robbins whether Cisco may be developing a new product for the data center that could go beyond the company’s bread and butter networking products, Robbins was vague. But he hinted that something is in the works."

fortune.com/2016/02/10/cisco-shares-rise-data-center-decline/

[christopher]

The more I read and the more time that passes,

it looks more and more like Qualcomm and Applied Micro would be the best fit of any out there!

Would not hurt to have a few others with enough of an interest to throw their bids into the mix.

Qualcomm is said to be targeting China for the server market. Isn't AMCC doing the same?

[Admin]

It's a very interesting situation. QCOM could fill-in a lot of missing stuff with AMCC's networking parts (become more "turm-key"), not to mention CPUs with brawny ARM cores. I think you're right: it seems like a good match to me too.