"We believe that NVDA may need to move aggressively and acquire x86 processor capability through licensing or a merger with Via Technologies (Taiwan)," analyst Krishna Shankar said in a note to clients.More info IB Times.
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Analyst Shankar, who has a "buy" rating on the stock, said, alternatively, NVDA should explore more radical strategic partnering/mergers with larger competitors such as Broadcom, Marvell Technologies, Advanced Micro Devices (AMD), Qualcomm, etc., in order to compete with Intel.
"We believe that pursing the status quo may increasingly not be viable. In our opinion, a strategic acquirer may have to pay a premium of 50-100% to acquire NVDA," Shankar said.
Analyst says NVIDIA should move to acquire x86 capability
Posted on Thursday, August 12 2010 @ 16:11 CEST by Thomas De Maesschalck