空手一方客
收獲了一種恬靜的生活, 像一條波瀾不驚的小河, 流過春夏 流過秋冬
6個小時前，INTEL"終於”賣掉了他的“通訊部”。這個消息是買家Marvell和INTEL同時宣布的.售價是6個億美金.其中包括Intel得到Marvell的1個億Common Stock.該交易將在5個月內完成.
來看看INTEL都賣了什麽?
1. 已經成熟的XCale技術生產權和市場銷售權.
2. INTEL的1400個該部門的員工--還在老地方工作.隻是老板換了.
3. INTEL不再用XCale技術在任何handheld產品和Cell-Phone產品的生產上.
4. Intel不再賣XCale通訊CHIPSET給那些通訊產品生產商和handheld產品生產商(主要有:BlackBerry, Palm Treo, 和Motorola Q-Phone).
Marvell today purchased Intel's license to manufacture XScale technology, specifically for cellular and handheld devices, granted to Intel years ago by ARM Holdings. It's a simple transfer of rights, with a bonus attached that Marvell gets Intel's people who build it for them - up to 1,400 employees, whose paychecks will now be authorized by a building fewer than two miles away from the previous signer.
INTEL還有什麽沒賣?
1. INTEL仍然擁有XCale技術的TRADEMARK(是從ARM HOLDING買來的知識產權).
2. INTEL仍然擁有XCale技術的FREE使用權.
3. INTEL仍然擁有使用XCale技術來研究和開發他的新的通訊技術:像WiFi和WiMAX方麵.
4. INTEL仍然擁有使用XCale技術來開發和生產別於handheld產品之外的通訊技術,STORAGE技術,網絡技術和其他方麵.
(Intel retains XScale for use in WiFi and WiMAX, which is exactly where analysts said it remained valuable to Intel anyway. Intel even retains the use of the XScale trademark. "It's the cell phone area that we're figuring is a better fit for Marvell. The business that Marvel is acquiring is specifically the handheld business. There are other businesses within Intel that use XScale that are not part of this sale. Intel uses XScale in its storage business and also its network processors. Those are not affected by this sale.)
Marvell和Intel的總部大樓相差20分鍾的路程. 對那1400個該部門的員工來說,什麽都沒變,還在老地方工作.隻是換了個老板--換了個名片.(一年後重複的小部門就會"調整"了).
Marvell本來就是研發生產一些CHIPSETS.過去六年來,Marvell的通訊產品裏本來用的就是Intel的XCale技術,所以這個交易對雙方,對員工,對市場都沒太大的影響.隻是不知Motorola,Palm和BlackBerry是否願意和新供應商打交道---Marvell的市場與他們有沒有衝突.---Marvell說沒問題.當然這不再是Intel頭疼的事.
Dr. Sehat Sutardja, Marvell's chairman, president and CEO. "This transaction presents Marvell with a tremendous opportunity to become a long-term leading supplier in the cell phone and consumer electronics market segments."
Fit? With the alleged intellectual property quagmire ahead of any potential purchaser, how could XScale fit? A quick check of the Internet's ever-accumulating archive of press releases would answer that question right away. In early March at the Intel Developer Forum, Marvell announced its products already supported XScale. No transition to TSMC was necessary.
There was also the momentum toward a Marvell purchase, which the world at large apparently missed. Marvell has spent billions on acquisitions in the last five years, beginning with gigabit Ethernet company Galileo Technologies in 2001 (which Marvell used to establish a customer relationship with Intel). In February 2003, Marvell acquired networking software provider RADLAN Computer Communications; then last December, Marvell acquired semiconductor design company UT Starcom. Finally, just last March, Marvell acquired the printer ASICs division of Avago Technologies.
分析家認為, Intel有可能出售的部門有:
1.出售通訊部; 現在對了.他是出售了通訊部裏的XCale研發,生產,銷售和服務部分.但是別的通訊技術部分和網絡全部逗留了下來:
1)與XCale有關的新的通訊技術的研發仍然保留;
2)所有的網絡研發,生產,銷售都留了下來.
(這和我們在"INTEL的幾個問題"裏分析的一樣:"INTEL在COMMUNICATION上,隻有兩條路:一是繼續夾著尾巴做人,隻研究生產CHIPSET和RAM一級;對整體產品不能染指;二是隻研究,不做大生產,配合那些通訊大老".....Intel采用了第二條路線.)
2.出售Itanium Processor Unit;----本人認為這種可能性為零. Intel絕對不會賣掉任何與CPU有關的研發部門.最大的可能就是LICENSING一些SERVER廠家有生產權和銷售權而已.連共同"研發"的可能性都很小.
3. 出售NOR Flash Memory Unit, 因為NOR Flash比SAMSUNG等的NAND Flash技術要困難些.本人認為這種可能性也不大.一是有能力吃掉這個技術並把它產品化的公司不多; 二是這是INTEL唯一可以與SAMSUNG將來叫汁的可能性技術(當然,INTEL可以買那些具有NAND Flash技術研發生產合約的公司,但終究隻是LICENSE而已).
另外， 我今天聽了一下 MICRON （MU） 的 ER CONFERENCE CALL， 人家可是根本就沒有 INVENTORY 的問題。 最近的半導股被跌得很慘， 不就是說 INVENTORY 長了， 可看來看去， 也就是 INTEL 真的有很大的 庫存， 而INTEL 的庫存也就是那些沒人要的 PENTIUM ４ 和 CELERON， 真有人要的如 WOODCREST 和 CONROE， INTEL 就是產不出來。
以前隻寫專業文章。發表在專業雜誌上，是粥給研究同行和上司的。
15年了沒寫過這種科技市場文章。身在江湖，太敏感了。
一些爛文在這裏而已：
http://blog.wenxuecity.com/myindex.php?blogID=8938
現在工作無所謂了，才敢亂說。
別捧我，多提問題，好激發我想問題。