s*******e
发帖数: 81 | 1 今天高盛唱多芯片股，收盘后爆出消息INTC要把手机芯片业务卖给苹果，做价10亿美元
，下个星期成交，而且下个星期三收盘后苹果出季报，美联储下星期三宣布降息，这个
timing实在是太惊人了 | w*****e
发帖数: 931 | 2 美东八点前消息就出了吧，盘后果子没怎么涨啊
【在 s*******e 的大作中提到】
: 今天高盛唱多芯片股，收盘后爆出消息INTC要把手机芯片业务卖给苹果，做价10亿美元
: ，下个星期成交，而且下个星期三收盘后苹果出季报，美联储下星期三宣布降息，这个
: timing实在是太惊人了
| s*******e
发帖数: 81 | 3 兄弟，苹果今天一天涨了4.63呀，我等屁民一定是最后一个知道这个消息的，今天涨是
因为机构投资者忙着进货。后市估计还会上涨，因为不拉高今天进的没法出货。
【在 w*****e 的大作中提到】
: 美东八点前消息就出了吧，盘后果子没怎么涨啊
| w****o
发帖数: 2260 | 4 10亿的deal，对于一个万亿的公司，啥都不是。这个deal能造成千分之一的波动。有意
思么。
如果是1000亿，还差不多。
【在 s*******e 的大作中提到】
: 今天高盛唱多芯片股，收盘后爆出消息INTC要把手机芯片业务卖给苹果，做价10亿美元
: ，下个星期成交，而且下个星期三收盘后苹果出季报，美联储下星期三宣布降息，这个
: timing实在是太惊人了
| s*******e
发帖数: 81 | 5 果然不出我所料，今天两个都涨了，特别是苹果，走势非常强劲，又涨了1.6；贴个市
场评论
Some deals need to be sold. Apple(AAPL) Inc. potentially buying Intel(INTC)
Corp.'s modem chip business isn't one of them.
The Wall Street Journal reported Monday that the two are in "advanced talks.
" A deal would purportedly involve both the intellectual property and staff
related to Intel's(INTC) effort to design and build the crucial smartphone
component that ultimately landed only Apple(AAPL) as a customer. The
reported purchase price under discussion is about $1 billion.
That is less than a week's worth of free cash flow for Apple(AAPL). It also
is about what Intel(INTC) has been losing annually on modems. Despite
landing the sizable iPhone business, Intel's(INTC) modem-chip operation
never achieved the necessary scale to compete profitably with market leader
Qualcomm(QCOM). Meanwhile, Apple(AAPL) was effectively locked into the Intel
(INTC) modem during its bruising legal tussle with Qualcomm(QCOM). The
latter's advancements in 5G technology ultimately spurred a settlement of
that dispute, but it is an uneasy peace. Intel(INTC) now has a modem
operation with no customer following this year's iPhone model, and Apple(
AAPL) is back to depending on a supplier with whom it now has a rather
tortured history
So the deal under discussion solves a major strategic problem for both at a
price not worth either one bickering over. That still is no guarantee a
transaction will get done. With nearly $113 billion of net cash in the bank,
Apple(AAPL) has plenty of money, but it doesn't part with it easily. The
company has long eschewed large-scale M&A, with the $3 billion purchase of
Beats in 2014 being its only deal above $1 billion. Apple's(AAPL)
acquisition of PA Semi in 2008 that formed the roots of its current chip-
design team cost only $278 million.
But buying Intel's(INTC) modem operation is still Apple's(AAPL) best bet at
ultimately weaning itself off of Qualcomm(QCOM). That is more bad news that
Qualcomm(QCOM) doesn't need right now, given the current legal cloud from
the Federal Trade Commission case that is currently on appeal.
Granted, Qualcomm(QCOM) currently has a multiyear chip supply agreement in
place with Apple(AAPL) now, thanks to the recent settlement. That should
limit any near-term damage. And developing a competitive modem would likely
take Apple(AAPL) years anyway--if it can do so at all. But Qualcomm's(QCOM)
shares still fell nearly 3% Tuesday anyway, as a deal between Apple(AAPL)
and Intel(INTC) would essentially confirm Apple's(AAPL) long-suspected
intentions of taking the modem chip business in house.
For both Apple(AAPL) and Intel(INTC), adding pressure to Qualcomm(QCOM)
could make this deal even more of a win-win.
【在 s*******e 的大作中提到】
: 今天高盛唱多芯片股，收盘后爆出消息INTC要把手机芯片业务卖给苹果，做价10亿美元
: ，下个星期成交，而且下个星期三收盘后苹果出季报，美联储下星期三宣布降息，这个
: timing实在是太惊人了
| s*******e
发帖数: 81 | |
|
