a****q
发帖数: 1021 | 1 这个大家怎么都不讨论
要裁员多少？
Atheros的员工应该也小发了吧
至少股票是涨了30% |
t****p
发帖数: 1703 | 2 Qualcomm?
【在 a****q 的大作中提到】
: 这个大家怎么都不讨论
: 要裁员多少？
: Atheros的员工应该也小发了吧
: 至少股票是涨了30%
|
a****q
发帖数: 1021 | |
H***F
发帖数: 2501 | 4 没想到啊，
Atheros这么快就没了
【在 a****q 的大作中提到】
: 这个大家怎么都不讨论
: 要裁员多少？
: Atheros的员工应该也小发了吧
: 至少股票是涨了30%
|
a****8
发帖数: 236 | 5 Atheros 两边都不靠，手机芯 太弱，差QCOM 太远，wifi+BT打不过Broadcom，基本上
是 no future。
QCOM 除了手机芯，wifi+BT 基本空白，眼红Wifi大饼，二者一拍即合，准备和BRCM刺
刀见红了。。。
BRCM 手机芯是短项，Wifi+BT长项，基本拿下包括苹果的top tiers。
现在就看二者在各自的短项上谁跑的快了。。。。
【在 a****q 的大作中提到】
: 这个大家怎么都不讨论
: 要裁员多少？
: Atheros的员工应该也小发了吧
: 至少股票是涨了30%
|
a****8
发帖数: 236 | 6 QCOM 基本上只做 wireless 相关市场， Atheros 与 wireless无关的项目估计是要连
砍带卖了。。。
【在 a****q 的大作中提到】
: 这个大家怎么都不讨论
: 要裁员多少？
: Atheros的员工应该也小发了吧
: 至少股票是涨了30%
|
H***F
发帖数: 2501 | 7 atheros有与wireless无关的产品？
QCOM 基本上只做 wireless 相关市场， Atheros 与 wireless无关的项目估计是要连
砍带卖了。。。
【在 a****8 的大作中提到】
: QCOM 基本上只做 wireless 相关市场， Atheros 与 wireless无关的项目估计是要连
: 砍带卖了。。。
|
a****8
发帖数: 236 | 8 Ethernet, Powerline.... small portion anyway
【在 H***F 的大作中提到】
: atheros有与wireless无关的产品？
:
: QCOM 基本上只做 wireless 相关市场， Atheros 与 wireless无关的项目估计是要连
: 砍带卖了。。。
|
T******T
发帖数: 3066 | 9 Powerline's probably one of the more profitable ATHR acquisitions, plus
it's a relatively small group..so no..Powerline will stay, BT, GPS,
Ethernet/Optical network might see cuts.
【在 a****8 的大作中提到】
: Ethernet, Powerline.... small portion anyway
|
o****e
发帖数: 4946 | 10 I think QCOMM may have zero interest on powerline stuff.
【在 T******T 的大作中提到】
: Powerline's probably one of the more profitable ATHR acquisitions, plus
: it's a relatively small group..so no..Powerline will stay, BT, GPS,
: Ethernet/Optical network might see cuts.
|
|
|
T******T
发帖数: 3066 | 11 Well, we'll see in about couple of months. QCOM bought ATHR primarily
to open new connectivity markets that's non-cellular. In my opinion,
one of the rising market is Hybrid WIFI/Powerline Home connectivity demand,
and it would be foolish to write off a profitable business
unit. I for one, might consider a router which provides seamless bridge
from WIFI to Powerline, don't know how good they are though.
In terms of what QCOM might be interested in that's not directly
wireless, it's hard to say, some examples :
FloTV (canceled), Mirasol display, Brea Mobile OS, etc. What ever makes
money I guess.
Look at BRCM, they were a networking company, and now they do Digital
TV chips as a main function, go figure.
【在 o****e 的大作中提到】
: I think QCOMM may have zero interest on powerline stuff.
|
e*********a
发帖数: 97 | 12 Very nice vision.
I heard athero was trying to define A new protocol that would
integrate moca and powerline while the giants like intel and broadcom
also wanna get into the action.
So there will only be 2 ways to deliver contents to end consumer,
handset and set top boxes. And some kind of powerline/moca could
just bridge these together.
Not the worst merger for either side of the shareholders, just MHO
primarily
demand,
bridge
makes
【在 T******T 的大作中提到】
: Well, we'll see in about couple of months. QCOM bought ATHR primarily
: to open new connectivity markets that's non-cellular. In my opinion,
: one of the rising market is Hybrid WIFI/Powerline Home connectivity demand,
: and it would be foolish to write off a profitable business
: unit. I for one, might consider a router which provides seamless bridge
: from WIFI to Powerline, don't know how good they are though.
: In terms of what QCOM might be interested in that's not directly
: wireless, it's hard to say, some examples :
: FloTV (canceled), Mirasol display, Brea Mobile OS, etc. What ever makes
: money I guess.
|
T******T
发帖数: 3066 | 13 Hmm, that reminds me, didn't BRCM just acquire a powerline company in
2010 ? Different technology than the ATHR's one though.
As for the merger, I guess it would be a bitter/sweet for both sides.
Much sweeter for the shareholders and higher ups guys though than the
engineers from both sides.
【在 e*********a 的大作中提到】
: Very nice vision.
: I heard athero was trying to define A new protocol that would
: integrate moca and powerline while the giants like intel and broadcom
: also wanna get into the action.
: So there will only be 2 ways to deliver contents to end consumer,
: handset and set top boxes. And some kind of powerline/moca could
: just bridge these together.
: Not the worst merger for either side of the shareholders, just MHO
:
: primarily
|
a*******e
发帖数: 346 | 14 Is it Marvell or BRCM?
【在 T******T 的大作中提到】
: Hmm, that reminds me, didn't BRCM just acquire a powerline company in
: 2010 ? Different technology than the ATHR's one though.
: As for the merger, I guess it would be a bitter/sweet for both sides.
: Much sweeter for the shareholders and higher ups guys though than the
: engineers from both sides.
|
S******s
发帖数: 5376 | 15 好像是MARVELL吧
【在 a*******e 的大作中提到】
: Is it Marvell or BRCM?
|
t*m
发帖数: 208 | 16 Mrvl bought DS2, Brcm bought Gigle. Homenetworking will converge to G.hn
which cover cable/powerline/phoneline. But no matter what, there will be cut
for sure since Qcom bought airgo (which works on wifi) some time ago.
Basically the industry is declining. |
g*****h
发帖数: 81 | 17 Qualcomm买Atheros主要还是看上wifi这一块，想跟Broadcom干吧。
等Qualcomm 3G/4G芯片在iphone里面有了位置，再集成个wifi/BT，很有可能把
Broadcom的wifi芯片从iphone里面踢出去。
Broadcom一直在3G/4G这块追赶Qualcomm，现在Qualcomm也回马一枪。
demand,
【在 T******T 的大作中提到】
: Well, we'll see in about couple of months. QCOM bought ATHR primarily
: to open new connectivity markets that's non-cellular. In my opinion,
: one of the rising market is Hybrid WIFI/Powerline Home connectivity demand,
: and it would be foolish to write off a profitable business
: unit. I for one, might consider a router which provides seamless bridge
: from WIFI to Powerline, don't know how good they are though.
: In terms of what QCOM might be interested in that's not directly
: wireless, it's hard to say, some examples :
: FloTV (canceled), Mirasol display, Brea Mobile OS, etc. What ever makes
: money I guess.
|
T******T
发帖数: 3066 | 18 Agreed, wifi's the primary buy point, but power-line is not without it's
merits, definitely should not be 0 interest to Qualcomm.
【在 g*****h 的大作中提到】
: Qualcomm买Atheros主要还是看上wifi这一块，想跟Broadcom干吧。
: 等Qualcomm 3G/4G芯片在iphone里面有了位置，再集成个wifi/BT，很有可能把
: Broadcom的wifi芯片从iphone里面踢出去。
: Broadcom一直在3G/4G这块追赶Qualcomm，现在Qualcomm也回马一枪。
:
: demand,
|
t***t
发帖数: 139 | 19 合并了,会砍atheros的人不?
csr并sirf那段时间砍人好像不少啊 |
s******v
发帖数: 4495 | 20 同学，上面已经说了很多了，要看做的是什么，ATHR的Wifi是QCOM所缺乏的，要是把
Wifi的人砍
了，他买干嘛啊？其他HR，或者小产品，那就不好说了。
【在 t***t 的大作中提到】
: 合并了,会砍atheros的人不?
: csr并sirf那段时间砍人好像不少啊
|
bz
发帖数: 1770 | 21 WIFI部分的裁员少不了。
【在 s******v 的大作中提到】
: 同学，上面已经说了很多了，要看做的是什么，ATHR的Wifi是QCOM所缺乏的，要是把
: Wifi的人砍
: 了，他买干嘛啊？其他HR，或者小产品，那就不好说了。
|
s******v
发帖数: 4495 | 22 为什么？QCOM有Wifi吗？没有听说过。他的意图很明显，就像前面一个同学讲的，要把
ATHR的
Wifi集成到她的芯片里面，app. processor + baseband + wifi + bt，这样的话，别
人很
难竞争的。
高科技里面talent是最重要的，把公司买了把人裁了，绝对不是这个case。
【在 bz 的大作中提到】
: WIFI部分的裁员少不了。
|
