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Texas Instruments (TXN) +2.3% following a report it's in talks to sell its OMAP app processor...

Texas Instruments (TXN) +2.3% following a report it's in talks to sell its OMAP app processor business to Amazon. Such a deal would be a blow to Nvidia (NVDA), which has been seen as a beneficiary of TI's decision to retreat from the app processor market, and was once (inaccurately) rumored to have scored a design win for the second-gen Kindle Fire. But a TI/Amazon deal could clear the way for Nvidia's Tegra processor to be designed into future Barnes & Noble Nooks.
Comments (3)
  • joshpritchard
    , contributor
    Comments (125) | Send Message
     
    The report says the acquisition would be in the billions. What valuation does that imply for Nvidia's Consumer Products business (Tegra, Icera, console royalties)? It's larger and growing faster. Yet Nvidia's entire business is valued at just over $4B net of cash (including the GPU and Professional Solutions divisions).
    15 Oct 2012, 09:52 AM Reply Like
  • BlueOkie
    , contributor
    Comments (4596) | Send Message
     
    Tablets seem to be in a very competitive market. Not sure the margins justify staying in them.
    15 Oct 2012, 10:21 AM Reply Like
  • Investor Llew
    , contributor
    Comments (300) | Send Message
     
    It's not only the Margins that are important. It's the transitioning from a declining business to a upward trending business. Staying in PC Components is a mistake as AMD has sorely paid for. If you did not migrate to the mobile space, your future will not look good.
    15 Oct 2012, 12:57 PM Reply Like
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