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(Monday Note)   Apple to buy Intel. You heard it hear first on Fark. It's posted by Failmitter98, so you know it's gotta be true   (mondaynote.com) divider line 56
    More: Interesting, Fark, Changing the Game, vmware, capital expenditures, CTO, Frank Quattrone, Apple, Intel  
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3038 clicks; posted to Business » on 29 Apr 2013 at 12:08 PM (1 year ago)   |  Favorite    |   share:  Share on Twitter share via Email Share on Facebook   more»



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2013-04-29 11:30:24 AM  
Satire aside, AMD would be a great purchase for Apple.
 
2013-04-29 12:11:45 PM  
You know, if Apple is having any real trouble solving their "cash problem" - I'd be happy to help.
 
2013-04-29 12:12:04 PM  

cman: Satire aside, AMD would be a great purchase for Apple.


Because AMD fans are almost as annoying as diehard Apple fans?
 
2013-04-29 12:12:46 PM  
What the fark am I reading?  Is this Apple fanfic?
 
2013-04-29 12:18:36 PM  

cman: Satire aside, AMD would be a great purchase for Apple.


Apple did originally plan to use AMD processors in their Macs instead of Intel back when they made the switch. They didn't because AMD didn't have the capacity to produce enough chips fast enough. I wonder if they could do it if every single chip they produced went to Apple. It's an interesting thought.

To the article, if Apple did buy Intel and take it private, that would be quite the game changer.
 
2013-04-29 12:19:20 PM  
It's hard to think of something that could be worse for PCs than Apple buying Intel.  Sure AMD exists, but they're so far behind Intel in performance at this time that they effectively don't exist if high-performance computing is what you're after.
 
2013-04-29 12:22:45 PM  

cman: Satire aside, AMD would be a great purchase for Apple.


No they wouldn't. Apple doesn't manufacture hardware. Unless they intend to start selling chips, component manufacturing is outside their business area.
 
2013-04-29 12:25:00 PM  

YodaBlues: cman: Satire aside, AMD would be a great purchase for Apple.

No they wouldn't. Apple doesn't manufacture hardware. Unless they intend to start selling chips, component manufacturing is outside their business area.


So the Ax series chips are a figment of my imagination?
 
2013-04-29 12:26:40 PM  

cman: YodaBlues: cman: Satire aside, AMD would be a great purchase for Apple.

No they wouldn't. Apple doesn't manufacture hardware. Unless they intend to start selling chips, component manufacturing is outside their business area.

So the Ax series chips are a figment of my imagination?


Doesn't TSMC fab those for Apple?
 
2013-04-29 12:27:15 PM  

Caelistis: cman: YodaBlues: cman: Satire aside, AMD would be a great purchase for Apple.

No they wouldn't. Apple doesn't manufacture hardware. Unless they intend to start selling chips, component manufacturing is outside their business area.

So the Ax series chips are a figment of my imagination?

Doesn't TSMC fab those for Apple?


AMD no longer fabs their chips as well.
 
2013-04-29 12:28:10 PM  
I would imagine, given Apple's history of technology isolationism, this would raise quite a few eyebrows at the DoJ.
 
2013-04-29 12:28:59 PM  

YodaBlues: cman: Satire aside, AMD would be a great purchase for Apple.

No they wouldn't. Apple doesn't manufacture hardware. Unless they intend to start selling chips, component manufacturing is outside their business area.


So was music. They're now the #1 music retailer since 2008.
 
2013-04-29 12:30:10 PM  

cman: YodaBlues: cman: Satire aside, AMD would be a great purchase for Apple.

No they wouldn't. Apple doesn't manufacture hardware. Unless they intend to start selling chips, component manufacturing is outside their business area.

So the Ax series chips are a figment of my imagination?


Since apple doesn't manufacture them, then yes. Apple designed the chips, but Samsung does the manufacturing. Apple doesn't manufacture anything the iPhone. It maybe designed by them (Retina Display, GPU, CPU ), but they don't do the manufacturing. They contract it out. That's how they can meet demand and keep their margins so low.
 
2013-04-29 12:34:42 PM  

YodaBlues: Since apple doesn't manufacture them, then yes. Apple designed the chips, but Samsung does the manufacturing. Apple doesn't manufacture anything in the iPhone. It may be designed by them (Retina Display, GPU, CPU ), but they don't do the manufacturing. They contract it out. That's how they can meet demand and keep their margins so low high.


/FTFM
//Jesus christ, it's like my brain stroked off their for a second
 
2013-04-29 12:35:46 PM  

IrateShadow: What the fark am I reading?  Is this Apple fanfic?


I think this is corporate fanfic...I am uncertain how to react apart from this:  Rule 34, every god damn time, every stupid god damn time.


cman: Satire aside, AMD would be a great purchase for Apple.


Using 2nd class processors in their stuff would not jive with Apple's aesthetics and they get away with a lot of their cooling designs because of the smaller/faster/cooler intels compared to what you'd have to use from AMD's lineup to accomplish the same.

Explodo: It's hard to think of something that could be worse for PCs than Apple buying Intel.  Sure AMD exists, but they're so far behind Intel in performance at this time that they effectively don't exist if high-performance computing is what you're after.


Agreed, I think if Apple actually did try to pull a stunt like that the entire 'PC' (and server) market would align against them and finally squash this overgrown toy company for good.
 
2013-04-29 12:38:29 PM  
AMD would be a terrible purchase for Apple.  Neither of them actually produce chips, but at this stage, I'm pretty sure Apple's own design team is actually better at designing processors than AMD is.   I'm not an Apple fan, but the new A6's are a thing of beauty.
 
2013-04-29 12:38:41 PM  

bittermang: YodaBlues: cman: Satire aside, AMD would be a great purchase for Apple.

No they wouldn't. Apple doesn't manufacture hardware. Unless they intend to start selling chips, component manufacturing is outside their business area.

So was music. They're now the #1 music retailer since 2008.


That was a natural move and it complimented an existing product (iPod). They saw a gap in the market (content distribution) and use their abilities in software development and marketing to fill it. Remember, Apple is best at marketing. But there is no gap in hardware manufacturing and entering that market makes no sense for them. Unless they intend to sell the hardware to third parties (something they've never done before), I don't see it being necessary for them and would only add liabilities and costs.
 
2013-04-29 12:40:10 PM  

IrateShadow: What the fark am I reading?  Is this Apple fanfic?


Actually ... that is an entirely apt description. So I would say yes.
 
2013-04-29 12:40:37 PM  
This was suggested by an analyst a week ago.  It won't happen due to anti-trust concerns but it was an interesting thought.

I'd buy Intel and turn them into Apple's microprocessor design and manufacturing group.

/the interview in the link is interesting and has some valid points
//unlike this weak attempt at sarcasm that subby submitted
 
2013-04-29 12:44:09 PM  
If they were going to go on a purchasing spree, they'd be better off buying their suppliers who are NOT Samsung.
 
2013-04-29 12:48:58 PM  
Doesn't Apple already own a chip fab that makes mobile processors?  They'd just expand that if they needed something.
 
2013-04-29 12:50:46 PM  

ha-ha-guy: Doesn't Apple already own a chip fab that makes mobile processors?  They'd just expand that if they needed something.


Nope, they outsource.
 
2013-04-29 12:57:12 PM  
Intel is a fairly attractive target because it's cheap right now, money is cheap right now, and it has good cash flow.

But I don't see this one happening.
 
2013-04-29 01:01:29 PM  

cman: Satire aside, AMD would be a great purchase for Apple.


LOL.  A big reason Apple moved from Power PC chips to Intel is the same reason why they likely wouldn't be interested in AMD.

/SOI
 
2013-04-29 01:08:41 PM  
Apple invented irony.
 
2013-04-29 01:12:29 PM  

SultanofSchwing: cman: Satire aside, AMD would be a great purchase for Apple.

Because AMD fans are almost as annoying as diehard Apple fans?


2.bp.blogspot.com
 
2013-04-29 01:29:41 PM  
Perhaps if Apple are so desperately looking for ways to get rid of their excess cash they could, oh I dunno, pay their farking taxes properly?
 
2013-04-29 01:29:45 PM  
As an Intel stockholder, please do this, Apple. I'm looking for a way to cash out.
 
2013-04-29 01:46:49 PM  

IrateShadow: What the fark am I reading?  Is this Apple fanfic?


The funny part is the author is so incredibly stupid that he fails to even recognize gigantic, glaring flaws in his concept.

But Apple fans like this is why people still suffer from the false notion that Apple has a major marketshare in the phone market.
 
2013-04-29 01:50:50 PM  

Nova81426: cman: Satire aside, AMD would be a great purchase for Apple.

Apple did originally plan to use AMD processors in their Macs instead of Intel back when they made the switch. They didn't because AMD didn't have the capacity to produce enough chips fast enough. I wonder if they could do it if every single chip they produced went to Apple. It's an interesting thought.

To the article, if Apple did buy Intel and take it private, that would be quite the game changer.


This. Foundries are the issue. They cost BILLIONS to build (as in $6BN+ each). Intel and Samsung are the only companies rich enough to play ball in that space really.

With all of Apple's cash they could only put a tiny dent in their processor demand and it would take years before production ramped up.
 
2013-04-29 01:54:07 PM  

DammitIForgotMyLogin: Perhaps if Apple are so desperately looking for ways to get rid of their excess cash they could, oh I dunno, pay their farking taxes properly?


That's crazy talk.
 
2013-04-29 01:58:13 PM  
Wow, with a market cap of $117 billion right now, Apple could freaking pay cash for them
 
2013-04-29 02:14:29 PM  

cman: Satire aside, AMD would be a great purchase for Apple.


Because they desperately need a struggling chip company that is barely still relevant in the modern age? Is Apple even going to still be selling x86 based computers in 10 years?

If Apple should buy anyone it should be ARM.
 
2013-04-29 02:21:30 PM  
Is this before or after they buy Samsung? Now tell me the one about the three little pigs.
 
2013-04-29 02:29:00 PM  

BumpInTheNight: IrateShadow: What the fark am I reading?  Is this Apple fanfic?

I think this is corporate fanfic...I am uncertain how to react apart from this:  Rule 34, every god damn time, every stupid god damn time.


cman: Satire aside, AMD would be a great purchase for Apple.

Using 2nd class processors in their stuff would not jive with Apple's aesthetics and they get away with a lot of their cooling designs because of the smaller/faster/cooler intels compared to what you'd have to use from AMD's lineup to accomplish the same.

Explodo: It's hard to think of something that could be worse for PCs than Apple buying Intel.  Sure AMD exists, but they're so far behind Intel in performance at this time that they effectively don't exist if high-performance computing is what you're after.

Agreed, I think if Apple actually did try to pull a stunt like that the entire 'PC' (and server) market would align against them and finally squash this overgrown toy company for good.


You made my favorites list for your astute observations here!
 
2013-04-29 02:31:38 PM  

jayhawk88: Because they desperately need a struggling chip company that is barely still relevant in the modern age? Is Apple even going to still be selling x86 based computers in 10 years?

If Apple should buy anyone it should be ARM.


This is what I came here to say. I love AMD since they (or at least used to) help keep Intel competitive, but it seems a bit late in the game to be purchasing or starting up an x86 business.

/muh games, how will I play muh vintage x86 games when x86 ceases production?
 
2013-04-29 02:32:24 PM  

YodaBlues: bittermang: YodaBlues: cman: Satire aside, AMD would be a great purchase for Apple.

No they wouldn't. Apple doesn't manufacture hardware. Unless they intend to start selling chips, component manufacturing is outside their business area.

So was music. They're now the #1 music retailer since 2008.

That was a natural move and it complimented an existing product (iPod). They saw a gap in the market (content distribution) and use their abilities in software development and marketing to fill it. Remember, Apple is best at marketing. But there is no gap in hardware manufacturing and entering that market makes no sense for them. Unless they intend to sell the hardware to third parties (something they've never done before), I don't see it being necessary for them and would only add liabilities and costs.


Music was not a change for Apple because managing media licensing while producing nothing of their own to add value was always a core ability of Apple.

Apple does two things:

1.) Marketing
2.) License management (Software/Music/Movies/Patents)

They create nothing original (for example: Siri was purchased fully formed) and merely profit off the productions of others.
 
2013-04-29 02:33:16 PM  

gingerjet: This was suggested by an analyst a week ago.  It won't happen due to anti-trust concerns but it was an interesting thought.

I'd buy Intel and turn them into Apple's microprocessor design and manufacturing group.

/the interview in the link is interesting and has some valid points
//unlike this weak attempt at sarcasm that subby submitted


It also wouldn't happen because Apple doesn't have enough assets to buy Intel. Intel could buy Apple though.
 
2013-04-29 02:41:09 PM  

jayhawk88: cman: Satire aside, AMD would be a great purchase for Apple.

Because they desperately need a struggling chip company that is barely still relevant in the modern age? Is Apple even going to still be selling x86 based computers in 10 years?

If Apple should buy anyone it should be ARM.


I don't know why Apple would buy ARM. ARM has no foundries and cannot produce chips for Apple. They are essentially an IP holding company. What they do is they design and license the ARM microarchitecture which they license out to companies like Samsung, Qualcomm, nVidia and Apple (for their Ax chips), among others.

The best outcome that might happen for Apple is that they foreclose their competitor's ability to manufacture ARM-licensed chips, but you better believe that there will be anti-competition complaints coming out of that for years to come if they do. But otherwise, they don't solve any of their supply chain problems by purchasing ARMH. It's just a dumb move for Apple to do so.
 
2013-04-29 02:48:10 PM  

RexTalionis: I don't know why Apple would buy ARM. ARM has no foundries and cannot produce chips for Apple. They are essentially an IP holding company. What they do is they design and license the ARM microarchitecture which they license out to companies like Samsung, Qualcomm, nVidia and Apple (for their Ax chips), among others.


Still, valuable IP to have, and if you're in control of it you potentially relieve the problem of having your company at the whims of competitors like Samsung.
 
2013-04-29 02:49:58 PM  

jayhawk88: RexTalionis: I don't know why Apple would buy ARM. ARM has no foundries and cannot produce chips for Apple. They are essentially an IP holding company. What they do is they design and license the ARM microarchitecture which they license out to companies like Samsung, Qualcomm, nVidia and Apple (for their Ax chips), among others.

Still, valuable IP to have, and if you're in control of it you potentially relieve the problem of having your company at the whims of competitors like Samsung.


It's not worth it for the regulatory headache that they will get by acquiring ARMH.
 
2013-04-29 02:54:00 PM  

Bullseyed: gingerjet: This was suggested by an analyst a week ago.  It won't happen due to anti-trust concerns but it was an interesting thought.

I'd buy Intel and turn them into Apple's microprocessor design and manufacturing group.

/the interview in the link is interesting and has some valid points
//unlike this weak attempt at sarcasm that subby submitted

It also wouldn't happen because Apple doesn't have enough assets to buy Intel. Intel could buy Apple though.


Wrong. They have enough cash on hand to buy Intel. I'll assume your information is a few years out of date, like most iHaters.
 
2013-04-29 03:28:47 PM  

Bullseyed: It also wouldn't happen because Apple doesn't have enough assets to buy Intel. Intel could buy Apple though.


Why do you say that? Apple is loaded with cash they can't figure out what to do with. Enough cash to buy every share of Intel in existence (at the current price) without even borrowing or including stock in the deal. Intel still makes piles of cash, too, and sells at a fairly cheap multiple of current profits. It's a good buy on paper, at least.
 
2013-04-29 03:30:11 PM  

Bullseyed: gingerjet: This was suggested by an analyst a week ago.  It won't happen due to anti-trust concerns but it was an interesting thought.

I'd buy Intel and turn them into Apple's microprocessor design and manufacturing group.

/the interview in the link is interesting and has some valid points
//unlike this weak attempt at sarcasm that subby submitted

It also wouldn't happen because Apple doesn't have enough assets to buy Intel. Intel could buy Apple though.


Apple has $137B cash on hand. Intel market cap is $117B.

Wanna give that another shot?
 
2013-04-29 03:49:54 PM  

DammitIForgotMyLogin: Perhaps if Apple are so desperately looking for ways to get rid of their excess cash they could, oh I dunno, pay their farking taxes properly?


What taxes aren't they paying?  Please share with us your wisdom acquired when going after your GED in corporate finance.
 
2013-04-29 03:52:26 PM  

Bullseyed: They create nothing original (for example: Siri was purchased fully formed) and merely profit off the productions of others.


kingtrumpsace.files.wordpress.com
 
2013-04-29 04:05:29 PM  
Gotdammitsomuch...why couldn't this have been true?
 
2013-04-29 04:47:13 PM  

jayhawk88: cman: Satire aside, AMD would be a great purchase for Apple.

Because they desperately need a struggling chip company that is barely still relevant in the modern age? Is Apple even going to still be selling x86 based computers in 10 years?

If Apple should buy anyone it should be ARM.


Intel is hardly struggling, unless you count 2 billion in profits in the first quarter struggling.

Yes, there has been a decline in the desktop/laptop space which has led to a drop in income from last year, but there will always be a market for traditional computers. Tablets and smart phones will gain share, but they can't do everything, and aren't well suited for a lot of tasks.


There is nothing inherently wrong with x86, or superior about ARM chips, they are just targeted at different tasks. ARM chips still can't compete in terms of raw performance to even mid level x86 processors - but they aren't meant to. ARM chips are designed to be inexpensive, power efficient, and just powerful enough to get the job done. You could make an ARM design that would rival an x86 chip in performance for general computing tasks, but it would end up being just as expensive to produce and draw just as much power as the existing x86 alternatives.

Intel used to license ARM designs (their old xScale chips) but has now moved towards making x86 work at the power levels required for phones and tablets with the Atom line. They're pretty close now, and in the next generation will likely catch up because Intel has one great strength that none of the companies fabbing ARM chips has - the world's most advanced fans and the experience to shrink processes at least a year before anyone else. When Intel can fab a chip at 22nm and the competition is just starting to move to 32nm, it gives Intel a significant advantage in terms of power efficiency and yields.
 
2013-04-29 05:07:46 PM  

TuteTibiImperes: jayhawk88: cman: Satire aside, AMD would be a great purchase for Apple.

Because they desperately need a struggling chip company that is barely still relevant in the modern age? Is Apple even going to still be selling x86 based computers in 10 years?

If Apple should buy anyone it should be ARM.

Intel is hardly struggling, unless you count 2 billion in profits in the first quarter struggling.

Yes, there has been a decline in the desktop/laptop space which has led to a drop in income from last year, but there will always be a market for traditional computers. Tablets and smart phones will gain share, but they can't do everything, and aren't well suited for a lot of tasks.


There is nothing inherently wrong with x86, or superior about ARM chips, they are just targeted at different tasks. ARM chips still can't compete in terms of raw performance to even mid level x86 processors - but they aren't meant to. ARM chips are designed to be inexpensive, power efficient, and just powerful enough to get the job done. You could make an ARM design that would rival an x86 chip in performance for general computing tasks, but it would end up being just as expensive to produce and draw just as much power as the existing x86 alternatives.

Intel used to license ARM designs (their old xScale chips) but has now moved towards making x86 work at the power levels required for phones and tablets with the Atom line. They're pretty close now, and in the next generation will likely catch up because Intel has one great strength that none of the companies fabbing ARM chips has - the world's most advanced fans and the experience to shrink processes at least a year before anyone else. When Intel can fab a chip at 22nm and the competition is just starting to move to 32nm, it gives Intel a significant advantage in terms of power efficiency and yields.


People tend to be skeptical of Intel's future because Intel is synonymous with PC's, and PC sales are declining (I had this exact conversation with a stockbroker a few months ago).  I tend to agree that the fears of Intel's upcoming demise are premature at best and naive at worst.

That being said, I have heard that Dell and some other big manufacturers are currently experimenting with ARM-based servers, and at least for LAMP-type web services it should be a trivial matter to migrate from x86_64 to a 64-bit ARM system.  Heck, a web hosting provider could switch most of their customers to 64-bit ARM-based servers and most of their customers probably wouldn't even notice.

If I had to guess, I'd say that in the long term, ARM Holdings and various manufacturers of ARM products will replace AMD as Intel's impetus for continuing to improve their product line.  Except that this time, the emphasis is less on raw computing power and more on energy efficiency.
 
2013-04-29 06:51:10 PM  
Apple buying Intel would make no sense.  Intel's cash cow is high performance computing - a business sector Apple divested from.  I will gladly pay $30k for a 4x Xeon box with 2 TB of RAM.  Most of that cash would go to Intel. Not unlike Apple with most of their phones.
 
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