항상 통신/모바일쪽 핵심칩에서 갈급했더 삼성인데 인텔이 10조원 쓰면서
키워왔던 통신/모바일칩 Division매각한다고 하던데… 이때 인수하면
장기적으로 좋을텐데…

http://www.mercurynews.com/mld/mercurynews/business/technology/14733041.htm

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Intel’s network processor business and its application processor business got their start when the company paid $700 million in 1997 to Digital Equipment. Intel took the fledgling Digital network processor business and gave it strong financial backing.

Intel also took Digital’s StrongArm low-power processor business and renamed it Xscale. It has tried to use the Xscale to break into portable devices such as cell phones, but it has had the best luck getting into handheld computers such as the Palm Treo and the BlackBerry.

Although Intel declined to comment on the potential sales, the company’s other recent broad comments make the sale of money-losing businesses plausible to analysts. Intel Chief Executive Paul Otellini said recently that Intel was evaluating “every inch” of its money-losing businesses for strategic fit with Intel’s plans, and he said a month ago that the company would complete its evaluation in 90 days.
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삼성이 IXP 네트웍 프로세서와 Xscale 인수하며 장기적으로 어떤 비젼을 가질 수 있을까요? 네트웍 쪽 사업은 이미 오래 해왔는데, 별로 비젼이 있는 것 같지 않고. Embedded processor는 이미 ARM9 계열로 개발해서 가지고 있고 (low-end IPAQ에도 들어가죠). 먼 미래에 무슨 일이 일어날지야 모르지만, 당장은 인수하면 특별히 쓸데도 없는 돈먹는 하마가 아닐까 싶습니다. 특히 프로세서는 그냥 칩만 만들면 팔리는게 아니라서… 비록 소프트웨어의 중요성을 인식하고 전사적으로 키우는 분위기지만, 사람들 만나보면 전통적 하드웨어 회사의 identity가 쉽게 바뀔것 같지는 않더군요.