空手一方客
收获了一种恬静的生活, 像一条波澜不惊的小河, 流过春夏 流过秋冬
6个小时前，INTEL"终于”卖掉了他的“通讯部”。这个消息是买家Marvell和INTEL同时宣布的.售价是6个亿美金.其中包括Intel得到Marvell的1个亿Common Stock.该交易将在5个月内完成.
来看看INTEL都卖了什么?
1. 已经成熟的XCale技术生产权和市场销售权.
2. INTEL的1400个该部门的员工--还在老地方工作.只是老板换了.
3. INTEL不再用XCale技术在任何handheld产品和Cell-Phone产品的生产上.
4. Intel不再卖XCale通讯CHIPSET给那些通讯产品生产商和handheld产品生产商(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还有什么没卖?
1. INTEL仍然拥有XCale技术的TRADEMARK(是从ARM HOLDING买来的知识产权).
2. INTEL仍然拥有XCale技术的FREE使用权.
3. INTEL仍然拥有使用XCale技术来研究和开发他的新的通讯技术:像WiFi和WiMAX方面.
4. INTEL仍然拥有使用XCale技术来开发和生产别于handheld产品之外的通讯技术,STORAGE技术,网络技术和其他方面.
(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的总部大楼相差20分钟的路程. 对那1400个该部门的员工来说,什么都没变,还在老地方工作.只是换了个老板--换了个名片.(一年后重复的小部门就会"调整"了).
Marvell本来就是研发生产一些CHIPSETS.过去六年来,Marvell的通讯产品里本来用的就是Intel的XCale技术,所以这个交易对双方,对员工,对市场都没太大的影响.只是不知Motorola,Palm和BlackBerry是否愿意和新供应商打交道---Marvell的市场与他们有没有冲突.---Marvell说没问题.当然这不再是Intel头疼的事.
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.
分析家认为, Intel有可能出售的部门有:
1.出售通讯部; 现在对了.他是出售了通讯部里的XCale研发,生产,销售和服务部分.但是别的通讯技术部分和网络全部逗留了下来:
1)与XCale有关的新的通讯技术的研发仍然保留;
2)所有的网络研发,生产,销售都留了下来.
(这和我们在"INTEL的几个问题"里分析的一样:"INTEL在COMMUNICATION上,只有两条路:一是继续夹着尾巴做人,只研究生产CHIPSET和RAM一级;对整体产品不能染指;二是只研究,不做大生产,配合那些通讯大老".....Intel采用了第二条路线.)
2.出售Itanium Processor Unit;----本人认为这种可能性为零. Intel绝对不会卖掉任何与CPU有关的研发部门.最大的可能就是LICENSING一些SERVER厂家有生产权和销售权而已.连共同"研发"的可能性都很小.
3. 出售NOR Flash Memory Unit, 因为NOR Flash比SAMSUNG等的NAND Flash技术要困难些.本人认为这种可能性也不大.一是有能力吃掉这个技术并把它产品化的公司不多; 二是这是INTEL唯一可以与SAMSUNG将来叫汁的可能性技术(当然,INTEL可以买那些具有NAND Flash技术研发生产合约的公司,但终究只是LICENSE而已).
另外， 我今天听了一下 MICRON （MU） 的 ER CONFERENCE CALL， 人家可是根本就没有 INVENTORY 的问题。 最近的半导股被跌得很惨， 不就是说 INVENTORY 长了， 可看来看去， 也就是 INTEL 真的有很大的 库存， 而INTEL 的库存也就是那些没人要的 PENTIUM ４ 和 CELERON， 真有人要的如 WOODCREST 和 CONROE， INTEL 就是产不出来。
以前只写专业文章。发表在专业杂志上，是粥给研究同行和上司的。
15年了没写过这种科技市场文章。身在江湖，太敏感了。
一些烂文在这里而已：
http://blog.wenxuecity.com/myindex.php?blogID=8938
现在工作无所谓了，才敢乱说。
别捧我，多提问题，好激发我想问题。