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andyzg
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re: IDT buying PLX Tech for $330 million
andyzg   5/1/2012 8:15:44 AM
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"Our two companies have complementary product sets" in my view is a lie, and i suspect this is about the elimination of competition. because so far the only alternative to PLX PCIe switches was IDT. or is there any other vendor that makes PCIe switches with 24 to 96 lanes?

pecman
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re: IDT buying PLX Tech for $330 million
pecman   11/30/2012 5:57:48 PM
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I guess you have Pericom as a competitor? Also what about Intel - most of their chipsets already incorporate PCIe. My guess is that IDT won't have too much pricing power even after buying PLXT - their OEM customers should be strong enough in pricing discussions to discipline IDTI. Also it seems that PCIe switches are pretty straightforward and commoditized these days and not difficult to develop - so any other chip producer could also do it and enter the market? However, not really sure how important the high-performance switches with 64 or 96 lanes are and where those are used. Any views on those points?

tom984
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re: IDT buying PLX Tech for $330 million
tom984   5/1/2012 9:19:42 PM
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.

Mxv
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CEO
re: IDT buying PLX Tech for $330 million
Mxv   5/1/2012 11:12:51 PM
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IDT is such a stodgy old commodity SRAM company. Can't see PLX engineers sticking around for long. Hope they leave in droves and start another PCIe switch company.

GREAT-Terry
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CEO
re: IDT buying PLX Tech for $330 million
GREAT-Terry   5/2/2012 6:29:15 AM
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Is $330M a deal for this acquisition? IDT just make $530M a year! Is $330M too much?

lingzhouY
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Rookie
re: IDT buying PLX Tech for $330 million
lingzhouY   5/6/2012 2:36:10 AM
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i do not think PCIe Switch market is big enough to room two company. so M&A.



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