寄件者: Franz Hinner (MKT-US)
傳送日期: Friday, August 20, 2010 9:54:24 PM
收件者: Karthik Krishnamoorthy (RD-CA-C)
副本: Fei Huang (RD-CN); Newsbank
主旨: Re: Intel is buying McAfee?
On Aug 20, 2010, at 2:58 AM, "Karthik Krishnamoorthy (RD-CA-C)" <email@example.com> wrote:
Intel's $7.7 billion purchase of security company McAfee makes plenty of financial sense, but it's a head-scratcher from a technology standpoint.
But Intel CEO Paul Otellini offered up one buzz phrase that actually means something to the company right now: "Value for Intel shareholders."
Many analysts expressed concern that Intel paid a 60% premium over McAfee's closing share price on Wednesday, which is expensive by most standards. But others noted that the return on Intel's investment will likely far exceed what it paid for the security company.
It seems be true that the acquisition benefits Intel's long term vision. But I'm still not quite clear on what Intel's CEO Otellini said:
"Number two, it became pretty clear to us that the value of that offering was fairly significant, and it made sense from a financial perspective to have that value accrue to Intel shareholders." Translation: we think we can eventually make a pile of money off this deal.
I suppose it's not talking about the long term returns, why Intel is so confident to make a pile of money off this deal? (7.68 billion is big money even for the Chipzilla).
Well, it should be interesting to see what will happen couple of months later.
Just my 2 cents here, J