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DSP analyst advises Intel to buy Via Telecom

9/27/2010 10:52 AM EDT
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kdboyce
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re: DSP analyst advises Intel to buy Via Telecom
kdboyce   10/4/2010 4:40:09 AM
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Tunrayo: There is quite a few LTE chipsets either in, or shortly to be in, the LTE market. A key question for Intel will be how to differentiate what they can bring forth vs. others and how quickly. Will it be confined to the processors or can they provide the complete phone chips? No question the user experience should be better with the LTE architecture. If you have no market share now, then concentrating on LTE makes sense since that is where everything will go to. How long will it take for CDMA/GSM, etc to be abandoned in full favor of LTE is also a question. Sometimes these transitions take longer than expected. In that case, there may be a shorter term play for Intel in CDMA....but I would tend to agree with you.

Tunrayo
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re: DSP analyst advises Intel to buy Via Telecom
Tunrayo   9/29/2010 2:01:12 PM
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I think Intel should save themselves a few hundred million dollars, enhance their stake on LTE and HSPA, and keep themselves compatible with the future. The promise of LTE, in my opinion, will by far outshine CDMA. For one, the wireless access method and modulation scheme is superior to CDMA's. Furthermore, the user experience LTE promises to deliver should make it the de facto wireless technology of the future. Technology is very expensive, yet it becomes obsolete very quickly. Consequently, I feel Intel should focus its efforts on LTE.

shub
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re: DSP analyst advises Intel to buy Via Telecom
shub   9/29/2010 4:21:21 AM
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Agree with will it will make sense, one thing we should not forget is it's not chip companies which pays royalty it's phone company. This will give them an access to approx 200 million market which is currently own by more than 90% by Qualcomm. Definitely give network operator another strong vendor who can supply chips and Intel will gain one more place for putting there ATOM.

elctrnx_lyf
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re: DSP analyst advises Intel to buy Via Telecom
elctrnx_lyf   9/28/2010 10:31:15 AM
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I agree with eewiz that even if Intel acquires viatelecom and starts making CDMA chip sets, they still need to pay royalties to the big mother Quallcom. But Intel has enough money to make an offer to Viatelecom and they can easily earn a market share in the future mobiles where different technologies such as GSM and CDMA may be integrated together on single base band processing chips.

henry..12
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re: DSP analyst advises Intel to buy Via Telecom
henry..12   9/27/2010 11:17:25 PM
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Both Will and Bill make good points. But having been in both sets of shoes, sometimes it takes an outsider to speak the unspeakable - or the unthinkable.

eewiz
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re: DSP analyst advises Intel to buy Via Telecom
eewiz   9/27/2010 8:52:26 PM
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Evenif Intel Acquires, Via's CDMA business, Wouldnt they have to pay huge royalties to Qualcomm? If so wouldnt it make Intel's CDMA chipsest less competitive? IMO Intel should focus on 3G/4G/LTE first and build an appcn processor to take on Qualcomm's snapdragon/Apple A4 with integrated 3g/4g support.

BicycleBill
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re: DSP analyst advises Intel to buy Via Telecom
BicycleBill   9/27/2010 8:40:19 PM
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Much as I admire and respect Will's knowledge and insight, it's way too easy to give others advice on how to spend their money, isn't it? But it's different when you have you some skin in the game!

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