Seeking Alpha
  • Valuable Insights
    Call from Evercore that $GOOG absolutely is working on designing server chips, w/ $IBM IP now, $ARHM long-term. I 100% believe Evercore
    12/13/13
    Reply (6)
    • Ashraf Eassa: Source?
      12/13/13
    • Ashraf Eassa: Also, that'd be a mess with regards to software...porting from X86 -> POWER and then from POWER -> ARMH.
      12/13/13
    • Ashraf Eassa: "Google could be doing this for price negotiations," Wang said. "They don't have to do it -- they just have to talk about it."
      12/13/13
    • Valuable Insights: Ashraf, there may be a quote in the press that you find amusing, but he issued a full report titled "Yes, Google is Designing a Server Chip"
      12/13/13
    • samuel_liu: tells Bloomberg that Google is "considering" designing its own ARM-based server chips. http://cnet.co/1bBxsPu
      12/13/13
    • el stevadore: google is aiming at the enterprise without a security perimeter. putting IBM IP for API security on a SoC makes sense to accomplish this
      12/13/13