Intel以76.8亿美金收购McAfee
昨天晚上的手机短信就没有断，不少朋友都在议论这个收购。 同意Jeff的看法，Intel这个“跨界”距离忒大了些。此前，也一直风传TrendMicro/McAfee等独立安全公司在寻找购并机会，包括Hp收购McAfee，看到这个消息还是让人吃惊。
后面怎么也得有段时间McAfee独立运作了，也看不出有什么中间交叉业务，McAfee, an Intel company. 有新闻认为Intel出手是看好手机和硬件安全云云，有些牵强。
这个收购时Intel42年历史上的最大手笔，WSJ评论也表达了Intel有些“冲动”的担心，点击看华尔街日报的相关新闻和评论…..
But Intel executives argued growing security dangers require new measures, describing the acquisition as an essential step to design chips and other hardware that can protect systems better than software alone.
Intel and McAfee executives said the conventional approach of installing and updating new software safeguards on all those devices simply won’t work.
“We believe security will be most effective when enabled in hardware,” Intel Chief Executive Paul Otellini said in a conference call.
The pact is another sign of consolidation that is reshaping the technology landscape. Cash-rich tech giants are using acquisitions to push into faster-growing markets, in some cases moving out of their strongholds to create new combinations of hardware and software.
其实，Intel收购McAfee的主要原因是“钱太多”, 口袋里160亿美元的现金没有合适出口，利率太低，McAfee目前8%的年增长率较Intel的4%要高，毛利率80%也比Intel高，…. ，所以，这次收购应该主要从“买股票””增值“的角度理解…
One answer is that Intel had $16 billion of cash burning a hole in its pocket, given today’s low interest rates. Second, it was shopping for revenue growth and margins as much as new functionality. Analysts expect McAfee to boost sales 8% annually the next two years, double Intel’s 4% growth rate. And McAfee’s 80% gross margins are significantly higher than Intel’s, which have fluctuated between 46% and 65% the past 15 years.
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@阿木
原来是绿盟的战略官，失敬失敬！
兄台对信息安全研究的很深，交个朋友。我给你ＢＬＯＧ在我ＢＬＯＧ上做了链接。
Look at this latest comments on this aquisition from businessweek, when talking about Intel’s Atom embedded processors,
In its largest acquisition ever, Intel in mid-August purchased security software maker McAfee (MFE) for $7.68 billion. The company’s rationale: With all these Atom-powered gizmos connected to the Internet, they’re going to come under the same kind of virus and malware attacks that plague PCs. That will require protection, which works better if the software is built into the chips.