m*****r
发帖数: 130 | 1 谣传苹果要收购nvda，让jenhsun huang做ceo，广大果粉和果黑如何看啊。 | r******y
发帖数: 3838 | 2 如果属实，苹果很可能要大搞通用计算或云计算游戏设施。
【在 m*****r 的大作中提到】
: 谣传苹果要收购nvda，让jenhsun huang做ceo，广大果粉和果黑如何看啊。
| r******y
发帖数: 3838 | 3 转一篇，不过我觉得apple的ambition不在此。
Should Apple Buy nVidia?
I've read comments from people elsewhere that have made the case that it
makes sense for Apple. nVidia's
market cap is under 4B of which nearly 50% is cash. They could pay a 100%
premium and the net
acquisition cost would still be around $6B. Apple has lots and lots of cash
. Since Apple has no overlap with
nVidia there should not be a show stopper problem from the regulators -- at
most I think they might have
to agree to continue making existing chipsets and GPUs available to 3rd
parties for several years.
Why would they do it? The main arguments I've seen center around the idea
that Apple has traditionally had
closed hardware + OS but since they adopted Intel CPUs and chipsets they
have essentially had open
hardware. One company has been selling Apples OS installed on non-apple
hardware. While Apple has
sued to stop them, people I've talked to think that they do not have a good
chance at stopping them due to
the IBM case precidents from decades past that forced IBM to uncouple the OS
from the hardware. I had
also read some articles in the past along the same lines. One quick remedy
is to make the OS more like
firmware -- part of the hardware sold, free online updates and upgrades
forever. This would eliminate
some of their revenue from selling the boxed OS and possibly disincentivize
people from buying hardware
as often.
The other approach is to go back to the way of the original Mac and make
them unlike any other computer.
That kills two birds with one stone becauuse it would make Windows not run
on mac hardware any more
either. The best way that they could do this is by buying nVidia. They
could customize the chipsets to an
Apple only flavor and discontinue the rest. They could customize the GPU to
work best for Apple products
and software. This could potentially have impacts in the iPhone, iPod, and
AppleTV segments as well.
An aquisition like this would not be about getting the revenue stream it
would be entirely about getting the
IP and talent. It would allow Apple to differentiate their computer
hardware by something more than
industrial design which would greatly complement the technical prowess of
their operating system.
Let's open up the debate... comments? What do you see as the implications
for AMD should this happen?
TM | D*********t
发帖数: 745 | 4 酱油党认为如果属实可以解释为什么Tegra 2不给力。
【在 m*****r 的大作中提到】
: 谣传苹果要收购nvda，让jenhsun huang做ceo，广大果粉和果黑如何看啊。
| m*****r
发帖数: 130 | 5 nvida的arm ＋ GPU平台可以给苹果的桌面和笔记本用，然后apple就可以复制iphone/
ipad的成功。
同时黄也认为是一个很有远见的领导者，是和jobs最接近的领导
cash
at
【在 r******y 的大作中提到】
: 转一篇，不过我觉得apple的ambition不在此。
: Should Apple Buy nVidia?
: I've read comments from people elsewhere that have made the case that it
: makes sense for Apple. nVidia's
: market cap is under 4B of which nearly 50% is cash. They could pay a 100%
: premium and the net
: acquisition cost would still be around $6B. Apple has lots and lots of cash
: . Since Apple has no overlap with
: nVidia there should not be a show stopper problem from the regulators -- at
: most I think they might have
| m*****r
发帖数: 130 | 6 果粉又会很high，终于可以彻底 抛弃pc的intel硬件了
【在 D*********t 的大作中提到】
: 酱油党认为如果属实可以解释为什么Tegra 2不给力。
| s**u
发帖数: 1436 | 7 别high了，这个基本上regulation就过不了。
100%
cash
at
【在 r******y 的大作中提到】
: 转一篇，不过我觉得apple的ambition不在此。
: Should Apple Buy nVidia?
: I've read comments from people elsewhere that have made the case that it
: makes sense for Apple. nVidia's
: market cap is under 4B of which nearly 50% is cash. They could pay a 100%
: premium and the net
: acquisition cost would still be around $6B. Apple has lots and lots of cash
: . Since Apple has no overlap with
: nVidia there should not be a show stopper problem from the regulators -- at
: most I think they might have
| M*****n
发帖数: 2948 | 8 It will be good for apple, bad for PC.
【在 m*****r 的大作中提到】
: 谣传苹果要收购nvda，让jenhsun huang做ceo，广大果粉和果黑如何看啊。
| r******y
发帖数: 3838 | 9 再贴一篇。
http://www.technewsworld.com/story/Could-Nvidias-CEO-Be-the-Nex
Could Nvidia's CEO Be the Next Steve Jobs?
'm writing this before the iPad release last week, so you now know what I
don't -- whether it met
expectations. I imagine Apple (Nasdaq: AAPL) sold out, but things aren't
looking so rosy at the moment, and
I wonder if it will sustain the kind of growth the iPad 1 did.
I remain concerned that no other Tablet has shown anywhere near the success
of the iPad and that the
concept of "magical" that drove the iPad 1 has given way to "incremental"
for the iPad 2. In a market with
rapidly rising gas prices, folks may not buy an "incremental" product.
However, the big question that continues to surround Apple is who will its
next CEO be, and what is the
company saving up to buy? What if it is saving up to buy its next CEO like
it did with Steve Jobs (who came
with Apple's acquisition of NeXT)?
I'll explore that this week, and I'll close with my product of the week,
what is likely the best iPad accessory
on the market: the Pioneer VSX-1021-K receiver.
Apple: In Search of a CEO
The fact that Apple has supposedly found a replacement for Steve Jobs isn't
news; the Apple board claims to
have one but doesn't want to tell anyone because that would jeopardize the
candidate.
To me, that means it is likely the candidate is external and not Tim Cook,
because Tim Cook would be kind
of obvious, and any company as well-funded as Apple can find the money to
retain top talent. The person
could be a subordinate of Tim's, which would certainly be uncomfortable if
announced, but that is a
different problem that could be solved by having the two share
responsibilities prior to Steve Jobs'
departure.
So it feels like the board's eyes are trained on someone outside of Apple --
someone whom they can't
protect.
In addition, Apple is hoarding tons of cash in what looks like a preparation
to make a big purchase. Much of
the speculation has historically surrounded Adobe (Nasdaq: ADBE), but Adobe'
s CEO is a software guy, and
software guys typically don't do well running hardware companies. Can you,
for instance, imagine Bill Gates
running Apple? I don't think so -- even if he wanted to, which he doesn't.
It just wouldn't work.
One name that seems to come up over and over again in discussions of who,
among outside candidates,
would be best is Jensen Huang, CEO of Nvidia (Nasdaq: NVDA), but he would
never leave the company he
created. So, could Apple buy Nvidia to get him?
NVIDIA might actually be the key.
Not Perfect but Closer Than Most
Huang isn't a perfect match for Jobs, but then no one could be. He just
seems closer in terms of natural
skills than anyone else we cover in tech. Let me explain.
There are a number of people who run successful tech companies -- but
outside of Jobs, none does a
particularly good job of announcing products. In fact, even at Apple, non-
Jobs product announcements
range from moderately interesting to gnaw-your-arm-off terminally boring.
And most of Apple's
competitors tend to live on the lower end of that scale.
Finding a CEO who has passion for a company's products -- who isn't a
founder -- has always been a bit
daunting, because hired guns tend to focus on financials and delegate
product responsibilities to the point
where they know little more than the audience does about some new offering.
It is the passion that makes a difference, and that passion tends to be tied
to founders, and Apple is out of
founders to use as CEOS.
If you've ever seen Huang present, he stands up there with Intel's (Nasdaq:
INTC) Mooly Eden as having
massive amounts of stage passion -- and, unlike Mooly, he is a CEO. Granted,
he'd need to be trained into
Steve Jobs' on-stage method, but he could step up to this task, because I've
seen him to it for fans of
Nvidia's offerings over the years. Granted, Nvidia doesn't have the level of
loyalty in its fan base that Apple
does, but then Nvidia builds parts, not systems.
Another trait that Steve Jobs has is the ability to drive the company to do
the impossible. In the graphics
industry, running against ATI then AMD (NYSE: AMD) -- and always Intel --
Nvidia has had to step up a
number of times to do what folks thought couldn't be done. And recognize
that this industry has been in a
decades-long sprint and is highly competitive.
Nvidia recently entered the smartphone race and, like Apple, went from a
standing start to having more of
the hot products that competed with Apple's at CES than any other vendor.
Makes you wonder what Huang
could do if he had an entire product rather than just the components.
Nvidia: A Secret Weapon for Apple?
I'm of the belief that Apple is planning an eventual move to ARM (Nasdaq:
ARMHY) for all of its products.
This is because, at least under Jobs, it doesn't like complexity. With
Microsoft (Nasdaq: MSFT) looking at the
platform for Windows, you have to believe Apple is doing the same.
However, that migration would be ugly unless you had someone who was much
deeper into the core
technologies of x86 and ARM, particularly on the graphics side, than Apple
currently is. In addition, one of
the big differentiators for smartphones and tablets is graphics capability,
which is why Qualcomm (Nasdaq:
QCOM) bought the mobile graphics business from AMD.
Nvidia's patent portfolio would be daunting, particularly if used as a deny
strategy against Apple
competitors; it would catch most of the PC companies napping. Microsoft is
so focused on Google (Nasdaq:
GOOG), it likely wouldn't see the risk until too late, and none of the other
PC companies is positioned to buy
control of a critical component.
Wrapping Up
Apple has saved up a lot of cash to apparently buy something, and the
company's directors apparently
know who they want as their next CEO.
Could the solution to both puzzlers be Nvidia? It's something to ponder, as
those of us who bought the new
iPad last week wait for them to arrive.
Product of the Week: Pioneer VSX-1021-K
When I saw the Pioneer VSX-1021-K, I really felt like I was seeing the
future. That's not because this
receiver is special in terms of power or capability -- it is cutting-edge
there -- but because of the way it's
integrated with the iPad/iPhone/iPod touch platform.
My best experience was with the big-screen iPad, which was turned into a
very powerful RF wireless
learning remote. I don't mean learning in that it learns other remotes; I
mean learning because it learns
how you want it to be and alters itself to do that.
Pioneer VSX-1021 Audio Video Receiver
It has all of the advantages of a very high-end touchscreen remote control,
and the iPad remains an iPad, so
it has other uses. One of the cool things is that you can place yourself in
the room and, using the iPad, have
the receiver auto-tune the speakers for your specific location.
Another is Airplay integration -- so if you have multiple receivers, they
can all play the same Internet radio
source at the exact same time (something only Sonos did well before).
I didn't really get the power of Airplay until I saw this thing work. This
is the first home entertainment
product designed to work with the iPad, and it showcases a focus on detail
that most companies, outside of
Apple, just don't get. That makes the Pioneer VSX-1021-K a natural for my
product of the week. | r******y
发帖数: 3838 | 10 en. 至少要把笔记本的CPU换了。风扇的声音太烦了。
【在 m*****r 的大作中提到】
: nvida的arm ＋ GPU平台可以给苹果的桌面和笔记本用，然后apple就可以复制iphone/
: ipad的成功。
: 同时黄也认为是一个很有远见的领导者，是和jobs最接近的领导
:
: cash
: at
|
|
