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August 14, 2006
Why Wintel And Dell Might Be Shopping Soon, And Where
Red Herring has a meaty report comparing the downsizing Wintel (Dell, Microsoft, Intel) juggernaut to companies that are growing in the current cycle, namely Texas Instruments, the chipmaker that sells to Danger for its smartphones and Nokia), Red Hat (Linux), and Apple (iMac).
It is a long article but worth reading for startups and corporate finance types to understand the pressures facing the giants, Wintel plus Dell, in the PC, Web TV, games console, and smartphone markets. And to get some ideas of where they might be prepared to pay good money for acquisitions
Red Herring says that not all business units at the Intel and Microsof are slowing in growth and that they've made some big bets on new areas to drive their next wave of growth - but overall sales growth is slowing, to the point that some institutional investors see their shares as "value" stocks, as opposed to growth stocks.
The End of Wintel?(red herring)
Posted on August 14, 2006 06:24 AM | Posted to Hardware | Permalink
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