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Analysis: Don't bet on Intel buying major FPGA vendor

1/14/2010 06:00 PM EST
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ryankenny
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re: Analysis: Don't bet on Intel buying major FPGA vendor
ryankenny   1/19/2010 9:43:16 PM
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This does not require 3 pages of explanation. People want FPGAs for their flexibility and interoperability with virtually every other electronic component. Will Intel pursue that goal? No. They will probably cripple their acquired company making less-than-stellar standards support decisions and drive customers to the alternate FPGA provider.

Alf3764
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re: Analysis: Don't bet on Intel buying major FPGA vendor
Alf3764   1/18/2010 4:44:55 PM
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Let's be paranoid: Based on Intel's market position there is only one move related to FPGAs that makes really sense: Take over both, Altera _and_ Xilinx. That results a dominant market share of >80%, good for profit. Maybe there would be some antitrust quarrel, but they are used to such annoyances. As a matter of fact IMHO the FPGA business is set up for consolidation. The cost of moving to the next technology node is so high even for fabless companies that their engineers are distracted and not able to develop new premium value propositions. The product portfolio between the two companies is largely redundant, an invitation for a raider to find synergies. It may not be good for competition & customers, but competition in the future is not where it used to be. E.g. there are the likes of nVidia eating their high-end (DSP) market. And think what you can do to all those processor developers if you own their emulation & verification technology ...

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