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Chip firms on Ellison's shopping list

9/24/2010 06:31 PM EDT
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MikeSantarini
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re: Chip firms on Ellison's shopping list
MikeSantarini   9/29/2010 12:11:01 AM
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Maybe in this case they meant Frito-Lay, when they said they would "buy a chip maker." It would make more business sense...

taro76w
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re: Chip firms on Ellison's shopping list
taro76w   9/28/2010 9:15:59 AM
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NetLogic would make a lot of sense assuming they can get their multi core processor new spin to work. Add to that: They are pretty much the sole source of T-CAMs these days with Cisco being by far the dominant customer, then a customer of Ellison :)

Indoamerican_Sikh
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re: Chip firms on Ellison's shopping list
Indoamerican_Sikh   9/28/2010 12:57:32 AM
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You probably need to consider the recent deals at HP over the last 30 days. It may give you insight onto HP's thinking . Hurd will probably be championing some of the thinking in the Chip/Hardware direction. Could be even Marvell/nvidia or Brocade if it is a smaller play. I do not think they will pursue HP unless HP falters over the next 6-9 months and share drops to below $ 30

goafrit
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re: Chip firms on Ellison's shopping list
goafrit   9/27/2010 11:09:47 PM
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There is no order today, we are reaching the ultimate fusion of hardware and software. Oracle will pick AMD and NVIDIA. In ten years, the industry will seize to be hardware or software. It will simple be technology firm.

milosb55
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re: Chip firms on Ellison's shopping list
milosb55   9/27/2010 7:58:50 PM
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I think NVIDIA is best choice for Oracle since its GPU can easily be adopted for parallel processing that Oracle needs to have hedge against Cisco or IBM and also NVIDA has manufacturing abilities unlike ARM that is only an IP company. My money is on NVIDIA.

marlin_brando
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re: Chip firms on Ellison's shopping list
marlin_brando   9/27/2010 6:16:06 PM
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Anyone thought how could IBM swallow BLADE ? With this, IBM is more focusing on storage. IBM's chip division ( excluding server business )is under loss. NetLogic can provide complex search engine algorithms. Where is the place for it on Oracle's circuit board unless you need highly-advanced packet processor. I think, Oracle can build another montalvo like processor with SUN's team ( half of montalvo team already resigned ). Or wait for AMD to sink some more. So question is after all these which FAB Oracle uses ?.

mark.lapedus
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re: Chip firms on Ellison's shopping list
mark.lapedus   9/27/2010 5:13:51 PM
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Here's what Bloomberg posted: Doug Freedman, an analyst at Gleacher & Co., said potential targets for Oracle include AMD, IBM's chip division and Nvidia. Thoughts on that?

mark.lapedus
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re: Chip firms on Ellison's shopping list
mark.lapedus   9/27/2010 5:03:16 PM
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According to Barron's, Oracle is possibly looking at the following chip makers: ARM, AMD, MIPS and Mellanox. Briefing.com says NetLogic is also on Oracle's list. Any comments out there?

marlin_brando
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re: Chip firms on Ellison's shopping list
marlin_brando   9/26/2010 1:15:30 PM
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Well, I am not at all surprised with Larry's decision. I would think, his decision is inspiration from cisco's acquisition strategy. Why would Cisco aquire WebEx / Scientific Atlanta. Cisco thinks, enough of networking stuff. Let's do something different. Oracle's decision is in the same line. The possible acquisition would be the networking companies which are struggling to expand ( LSI Logic, force10, etc..) or still old surviving start ups with diversified product solutions ( chelsio, cortina ..etc. ) May be a struggling divisions of established companies. Trick is old but with a new application. What say Larry ?

nicolas.mokhoff
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re: Chip firms on Ellison's shopping list
nicolas.mokhoff   9/25/2010 10:46:54 AM
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I agree with Warren. In fact, Oracle has an ongoing battle with IBM and wants to displace it as the system solution provider for the enterprise. It's been an ongoign battle for awhile. With Mark Hurd from HP on board as one of two Oracle presidents it would not surprise me to see Oracle eyeing HP as a possible target. That would be a formidable power for leader IBM to contend with. But does HP have chip power left to entice Oracle?

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