John Paczkowski

Recent Posts by John Paczkowski

Oracle Prefers Its Chip Companies Fabless

ellisonAt an analyst event earlier this month, Oracle CEO Larry Ellison mentioned he was interested in acquiring a chip company, sparking speculation Oracle might buy ARM or AMD (AMD). Ellison reiterated that interest during Oracle’s annual shareholder meeting on Wednesday, but with some additional and intriguing elaboration.

“My point really was that we are interested in buying intellectual property of all kinds,” Ellison said. “We are an IP creator and IP buyer, as opposed to trying to expand our business by buying a lot of services companies….So insofar as semiconductors represent intellectual property, we would be interested in certain semiconductor companies. Most of our acquisitions and the bulk of our strategy are in creating and acquiring intellectual property, including chips.”

In other words, if Oracle (ORCL) is eyeing a chip company as a potential acquisition, it’s likely a fabless one. NetLogic Microsystems (NETL), for example, which has been bandied about as a Oracle takeover target in the past. Or Mellanox (MLNX), whose technology Oracle already uses.

Twitter’s Tanking

December 30, 2013 at 6:49 am PT

2013 Was a Good Year for Chromebooks

December 29, 2013 at 2:12 pm PT

BlackBerry Pulls Latest Twitter for BB10 Update

December 29, 2013 at 5:58 am PT

Apple CEO Tim Cook Made $4.25 Million This Year

December 28, 2013 at 12:05 pm PT

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I think the NSA has a job to do and we need the NSA. But as (physicist) Robert Oppenheimer said, “When you see something that is technically sweet, you go ahead and do it and argue about what to do about it only after you’ve had your technical success. That is the way it was with the atomic bomb.”

— Phil Zimmerman, PGP inventor and Silent Circle co-founder, in an interview with Om Malik