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Silicon Valley Nation: Intersil's Bell resigns, what's next?

Reconciling paths
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truekop
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re: Silicon Valley Nation: Intersil's Bell resigns, what's next?
truekop   12/14/2012 7:03:13 PM
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Intersil should ideally merge with one of the big analog players. Their power management portfolio should be a very good fit. @ Brian any insights into possible merger of Intersil with one of the large Analog Players(ADI or Maxim or Linear)

Comfortable
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re: Silicon Valley Nation: Intersil's Bell resigns, what's next?
Comfortable   12/14/2012 7:28:06 PM
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Power management is a good fit? THAT is the problem. Power management has become commodity. Their problem is a lack of diversity that should be well under way by now.

SP_#3
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re: Silicon Valley Nation: Intersil's Bell resigns, what's next?
SP_#3   12/15/2012 12:19:52 AM
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mcleod will hwelp sort that out - after all he sold national to ti because he couldnt make things work. woe is the plight of the intersil employees

Brian Fuller2
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re: Silicon Valley Nation: Intersil's Bell resigns, what's next?
Brian Fuller2   12/19/2012 9:13:40 PM
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No insights, but given that Maxim seems more open to acquisition and Linear just made its first-ever acquisition (Dust Networks) last year, the possibility is definitely there. Or a big digital player in need of analog expertise might consider it.

CHARLIE.THOMPSON
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re: Silicon Valley Nation: Intersil's Bell resigns, what's next?
CHARLIE.THOMPSON   12/20/2012 12:50:07 PM
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But not in ISIL's current form. Losing BU's must be cut first.

CHARLIE.THOMPSON
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re: Silicon Valley Nation: Intersil's Bell resigns, what's next?
CHARLIE.THOMPSON   12/20/2012 12:49:03 PM
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At a P/E of over 100 don't expect any larger company to pick up ISIL without considerable fat trimming.

truekop
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re: Silicon Valley Nation: Intersil's Bell resigns, what's next?
truekop   12/14/2012 7:45:59 PM
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@comfortable i understand that is the problem and was offering a possible solution which would be to merge with a bigger analog player with a slightly weaker presence in the power management market...

sranje
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re: Silicon Valley Nation: Intersil's Bell resigns, what's next?
sranje   12/15/2012 5:56:02 PM
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Dave Bell is certainly among the most respected CEOs among analog IC companies. His expertise in Power IC business is also legendary and illustrated by visionary GaN-on-Silicon IC patents. One of the problems is the slow-down in PC business - one of the core revenue source for Intel. Another might the ever-increasing dominance of all things power by TI. One should certainly wish well to Dave and commend him for his integrity and leadership.

sranje
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re: Silicon Valley Nation: Intersil's Bell resigns, what's next?
sranje   12/15/2012 5:59:30 PM
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Ooops - Intel should have been Intersil. Thinking about the rumors on Intel-nVidia and the new CEO there... If that happens it would be an earthquake event -- but perhaps also timely and necessary

Comfortable
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re: Silicon Valley Nation: Intersil's Bell resigns, what's next?
Comfortable   12/16/2012 7:25:39 PM
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If TI is dominating power, then please explain how Dialog has grown from $85 Million in 2005 to $750 Million in 2012. Everyone in power semiconductors is flat to down for the past several years. Those guys from Stuttgart are growing at 28%! [Answer: Apple thinks Dialog power is good enough. 25,000 patents and the world leadership of TI doesn't count. That was my point about why high volume, high margin power semiconductors are old-hat. It's over. Time to move on to move valuable products.]

CHARLIE.THOMPSON
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re: Silicon Valley Nation: Intersil's Bell resigns, what's next?
CHARLIE.THOMPSON   12/20/2012 12:50:57 PM
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Dave didn't see the shift to tablets. Wasn't ready.

sranje
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re: Silicon Valley Nation: Intersil's Bell resigns, what's next?
sranje   12/15/2012 6:02:01 PM
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Ooops - "Intel" should have been Intersil Too distracted about the rumors on Intel-nVidia...;-))

pmoyle111
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re: Silicon Valley Nation: Intersil's Bell resigns, what's next?
pmoyle111   12/17/2012 9:21:43 PM
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Or conversely, do our CEOs tend to pack their boards with "their own guys" it is circular - ceo's from one company are the board members of another and vise versa. Then you just have a mesh of back scratching....

Brian Fuller2
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re: Silicon Valley Nation: Intersil's Bell resigns, what's next?
Brian Fuller2   12/19/2012 9:16:10 PM
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Absolutely right, but I'm not sure whether the answer is more "outsiders"... at the end of the day, it's a deeply technical industry that needs technical leadership... and maybe more vigilant investors....?

SemiRunner
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re: Silicon Valley Nation: Intersil's Bell resigns, what's next?
SemiRunner   12/19/2012 9:58:53 PM
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I have to agree with previous posts pointing to the fact that Dave Bell is an outstandig leader and his work at Intersil was a challenging endeavor. I generally feel that Wall St pressure on BOD's is causing a lot of problems for companies like Intersil that want to move into new growth markets. The change expectations are too high and the time allowed is too short. Look around the the valley at numerous companies that are fully capable of moving into a new markets but are now allowed because of short sighted boards. My opinion is that Dave Bell had the company on the right track but the time required was too short.

CHARLIE.THOMPSON
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re: Silicon Valley Nation: Intersil's Bell resigns, what's next?
CHARLIE.THOMPSON   12/20/2012 12:46:42 PM
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Dave Bell did not have the company on the right track. He purchased too many "loser" companies. The Board finally figured it out. 3/4 of the companies were an op-ex drag and destined to stay that way for years to come. Hype doesn't pay the bills.

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