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Nvidia (NVDA +2.6%) would "make a good strategic fit" for Intel (INTC +1.9%), argues Nomura's...

Nvidia (NVDA +2.6%) would "make a good strategic fit" for Intel (INTC +1.9%), argues Nomura's Romit Shah. Such a tie-up would allow Intel to increase its revenue share with PC OEMs and bolster its mobile app processor position, and also deal a blow to top chip contract manufacturer TSMC, which is estimated to get 40% of its 28nm business from Nvidia. However, Shah admits regulators might not be thrilled about such a merger.
Comments (3)
  • Russ Fischer
    , contributor
    Comments (2308) | Send Message
     
    Romit Shah has a sell rating on Intel.

     

    I have never been able to follow his reasoning, but I have figured he is entitled to his opinion.

     

    To suggest that Intel and NVDA "make a good strategic fit" simply confirms that this guy is complete mental defective and that no one should pay any attention to his rating on Intel or any other company for that matter.

     

    With the new 4000 graphics on the Ivy Bridge processor, Nvidia is living on borrowed time. How can this guy not see that? The word is that NVDA will be losing virtually all of its Apple Mac business on the upgrade in June.

     

    What would make Shah think that taking a direct shot at TSMC is on any list of Intel's priorities? The simple fact that TSMC has yield problems on 28nm, and more importantly, UNDERSPENT on 28nm capacity means they blew their own brains out. They didn't need any help from Intel.

     

    I'm absolutely astonished at the semiconductor industry ignorance of this moron.
    29 May 2012, 01:00 PM Reply Like
  • SA Editor Eric Jhonsa
    , contributor
    Comments (753) | Send Message
     
    Actually, Nvidia is expected to take Mac graphics share from AMD following Apple's MacBook Pro refresh. Ivy Bridge will probably handle graphics processing for the new MacBook Airs.
    29 May 2012, 01:18 PM Reply Like
  • EE.MOSS
    , contributor
    Comments (24) | Send Message
     
    WHEN GIANTS FALL ----

     

    INTEL HAS BEEN BASKING IN THE SUN OF THEIR MANY ACHIEVMENTS FOR A VERY LONG TIME . THEY ARE ABOUT TO BE ASKED TO TURN OVER BY THE LIKES OF ARMH AND IT'S ARMY OF OEM'S . THE ECOSYSTEM THAT SURROUNDS ARM AN IT'S PARNTERS HAVE LEARNED TO SHARE . [NVDA] IS ONE OF ARM'S LICENSED MEMBERS ALONG WITH 250 OTHERS LIKE I.B.M.
    SAMSUNG,TEX.INSTR. , MARVEL, QUALCOM ETC.ETC.ETC.
    THESE COMPANIES ARE CAUSING HAVOC WITH INTEL'S INABILITY TO COME UP WITH AN ENERGY SAVING SOC.
    INTEL WILL SOON LOSE 10% OF THE SERVER MARKET TO ARM
    COMPANIES . SIMPLY BECAUSE ARM SAVES THEM MONEY ON THEIR ELECTRIC BILLS .
    29 May 2012, 08:48 PM Reply Like
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