Apple $50bn cash - what potential acquisitions?

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slashbinslashbash

Golden Member
Feb 29, 2004
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Yeah, Sony would be pretty far out there. Maybe if they dumped or spun off certain divisions afterward, but even then it would be pretty crazy.

The more I think about it, the more AMD makes sense. Yes, there are problems. Pissing off Intel would be the biggest problem. But AMD could transition the desktop Macs to AMD CPU's tomorrow and have few problems. The laptop CPU's are the bigger problem. Maybe Apple could simply snap up enough Intel laptop chips for the next several years of production beforehand? Because I believe that AMD could come out with power-competitive CPU's within a couple of years, given a few billion in R&D dollars poured in by an interested party like Apple. And AMD's future lineup of Fusion CPU/GPU SOC's is just what the Apple doctor ordered for things like the MacBook Air.

As far as structure goes, they would continue to run AMD as a separate company that does its own thing. But Apple would dump a few billion into R&D for the CPU's used in Apple machines.... and that tech could also be used in the CPU's that AMD sells to the broader PC markets. AMD has always had the potential for huge market share increases... putting Apple in their corner would make that more likely.

Don't get me wrong, the Intel/Apple partnership has been great for us Mac users, but there's some cracks showing (no 3rd-party chipsets for Core iX CPU's and Intel's piss-poor integrated graphics solutions) and given AMD's plans for SOC and the fact that they're starting out with great Radeon graphics that are already years beyond Intel's offerings, I think AMD could make sense for Apple, especially given the low price tag. Keep in mind, AMD is fabless so Apple would not be getting into fabbing if this happened.

I could even see this as a multi-year, multi-step process. First Apple buys a controlling share of AMD and pumps in some capital for R&D. Then a few years later, Apple finishes off the acquisition.

Again, I'm just throwing this out there, I guess it's kind of a fanboy thing as I'm a dual Apple/AMD fanboy. And I think it makes a hell of a lot more sense than Sony or Cisco (which I have also seen thrown around in "respectable" business rags as a potential Apple acquisition). WTF was that Barrons guy smoking?
 

Wreckem

Diamond Member
Sep 23, 2006
9,549
1,130
126
Apple A4?

Unless Apple has a $5billion+ facility we do not know about, no.

Apple bought PA Semi, a design firm. PA Semi and Apple modified a Cortex-8 to produce the A4. They did not manufacture it, they designed it.

Apple does not manufacture things. There is no reason why the would get into a manufacturing business because manufacturing their own products would not net them more money.

The companies that manufacture parts/products for Apple have contracts with many dozens of companies to manufacture their products.

Apple is a design firm. Nothing suggests they will change that by buying a company that is more or less a manufacturer. Its unlikely Apple would by some multi-national mega conglomerate either(read Sony).
 

Wreckem

Diamond Member
Sep 23, 2006
9,549
1,130
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There are two things to look for

Look for Apple to buy smaller software/hardware design companies that have patents that are attractive to Apple's business of being a consumer products design/selling firm.

Look for Apple to invest in capital projects, like doubling their NC Data Center, etc.
 
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TheStu

Moderator<br>Mobile Devices & Gadgets
Moderator
Sep 15, 2004
12,089
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Not to mention the "white" model keeps getting delayed.

/me ducks

Yea dude, no kidding, what's up with that? Seriously, by the time that it comes out, anyone that gets that instead of waiting the extra couple of months to get the iPhone 5 (or whatever they will call it) is either dumb or incredibly desperate.
 

nippyjun

Diamond Member
Oct 10, 1999
8,447
0
0
Apple doesn't need netflix as they can adopt the same model with what they have already.
 

Zebo

Elite Member
Jul 29, 2001
39,398
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If they're going to buy Netflix, it should be soon, they're growing exponentially.

A NAND manufacturer would fit well.

Doubtful Apple would buy Adobe, too much house cleaning to do.

Is there a display manufacturer that would make sense?

Netflix whole business model is dependent on unlimited bandwidth which is gonna change as hard caps start going into place. Also, netflix is still giving free subscriptions, not exactly a service in demand. I'd short netflix.
 

Zebo

Elite Member
Jul 29, 2001
39,398
19
81
Sony would be perfect for apple. They are a hardware company not a software company. They build some of the desired HW around and with Apples industrial design and sony technology and manufacturing it's a match made in heaven. MS better hope apple PS4 does not come out.
 

Hayabusa Rider

Admin Emeritus & Elite Member
Jan 26, 2000
50,879
4,268
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They need the cash for lawyers. Don't have time to link but they've filed lawsuits over the weekend which if won would leave them with a smartphone monopoly. Apple needs to die.
 

Pliablemoose

Lifer
Oct 11, 1999
25,195
0
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They need the cash for lawyers. Don't have time to link but they've filed lawsuits over the weekend which if won would leave them with a smartphone monopoly. Apple needs to die.

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Nah, that's just the nature of the business, it's like a poker game.
 

Patranus

Diamond Member
Apr 15, 2007
9,280
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But it's a game where everyone loses but one, including those who aren't playing. The whole patent system needs to be scrapped and done over.

Everyone keeps saying that but it is simply not true.

If someone came to burgle your house, would you not try and protect your investments/products of your labor?
 

slashbinslashbash

Golden Member
Feb 29, 2004
1,945
8
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Everyone keeps saying that but it is simply not true.

If someone came to burgle your house, would you not try and protect your investments/products of your labor?

While I do appreciate the discussion, and I am interested in the topic and could make arguments either way, patent law is getting kind of off-topic for this thread, and I'd appreciate it if y'all would take it to Politics & News if you want to discuss it.... or here in the Apple forum if it's specific to Apple patents.
 

Kaido

Elite Member & Kitchen Overlord
Feb 14, 2004
51,956
7,410
136
Ikea.

Just think about how phenomenally great that would be :)
 

Kaido

Elite Member & Kitchen Overlord
Feb 14, 2004
51,956
7,410
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A battery tech start-up? The battery is becoming just as important as with the processor.

iirc Apple is now making their own batteries. Those layered ones that started out with the 7+ hour Macbooks.
 

Patranus

Diamond Member
Apr 15, 2007
9,280
0
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Apple should look at OnLive if they want to make a gaming push.
Set up a client to run off the A4 and it would be instant money.
For a one billion the risk is almost nonexistent and the reward is HUGE.