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B'com deal launches comms attack from rear

9/12/2011 04:43 PM EDT
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Price.David
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re: B'com deal launches comms attack from rear
Price.David   9/12/2011 7:37:10 PM
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Yes, but will broadcom provide data sheets when you need them? I dought it so i will stick to Cavium for now.

Mxv
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re: B'com deal launches comms attack from rear
Mxv   9/12/2011 8:52:15 PM
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So BRCM paid $ 3.7B for IP that they could have bought for $300m a few years ago. Start management ober there.

help.fulguy
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re: B'com deal launches comms attack from rear
help.fulguy   9/12/2011 9:35:28 PM
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Hey Rick, you dont mention anything about Broadcom's failed experiment before with MIPS processor for the embedded market! Come on. In stead of numbers and a catchy/wierd title, where is the analysis? Where are the tough questions? Dont give me an Ad-Article. Broadcom is already sold on this acquisition, so you dont have to sell it to them or me. Give me a journalistic article. Does Broadcom want to focus on it's failing (or not so successful) smartphone/tablet business,or encroachment of Nvidia, Intel & others into it's CE business, or think about going deeply into Communications space which already has big players--Freescale, Intel, Cavium. Why would they take on this big acquisition, when they got other problems to fix? What does Broadcom see with this? Come on, Rick.

Robotics Developer
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re: B'com deal launches comms attack from rear
Robotics Developer   9/12/2011 10:15:16 PM
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I was wondering if Broadcom was going to do with this new division? It seems to be a bold and expensive move given the economy. I am not sure I understand the rational behind the purchase but I look forward to hearing about the new products/directions that will flow out of this purchase. Time will tell.

Luis Sanchez
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re: B'com deal launches comms attack from rear
Luis Sanchez   9/13/2011 3:29:55 AM
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Quite an interesting comment. A failed experiment from Broadcom? please do share some url links. Which other problems to fix has Broadcom? Come on help.fulguy.

Neo10
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re: B'com deal launches comms attack from rear
Neo10   9/13/2011 3:40:45 AM
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Very interesting and I guess they have set their sight, this time serisouly, on figuring in the ever growing comm market. I got an inkling that they might bet their futures with ARM in this space while still retaining the existing product portfolio.

help.fulguy
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re: B'com deal launches comms attack from rear
help.fulguy   9/13/2011 3:57:19 AM
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@ Luis, back in 2000, Broadcom bought SiByte for $2B for their MIPS Embedded processor. Let me ask you in the last 11 years, have you heard of any Embedded processors coming out of Broadcom? It is that much of a debacle!! Looking at the string of M&A from Broadcom in the last few years, looks like they want to be the Cisco of Semiconductor world.

help.fulguy
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re: B'com deal launches comms attack from rear
help.fulguy   9/13/2011 4:00:34 AM
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What makes you think that they will switch to ARM. Networking world is loaded with PowerPC/MIPs guys. ARM is a distant dream. I am amazed at how people blindly believe ARM is going to be everything. ARM is a decade behind everyone--PPC/MIPS/x86. Dream on!!!

Johnnie
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re: B'com deal launches comms attack from rear
Johnnie   9/13/2011 8:09:22 PM
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I don't support "merging". I believe consequences from merging are 1. Layoffs 2. Less competitiveness 3. Less efficient in product I hope law makers should revise those consequences carefully, not just looking at $$$.

rick merritt
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re: B'com deal launches comms attack from rear
rick merritt   9/15/2011 1:34:18 AM
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I forgot about SiByte, good catch! After reading this I asked Broadcom what happened to the SiByte parts. While I wait, anyone here have any insights on this good quesiton?

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