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daytonabeach 12/4/2012 | 9:19:20 PM
re: AMCC May Go Shopping AMCC should seriously look at Optivation of Ottawa, Canada. This company makes great OPM's and other components/sub-systems. Our company has used their components, and they all worked in the field the first time. I heard the company is also making good progress on revenues and has good customer list. We will buy even more from Optivation if a company like AMCC buys them.
fleet_line 12/4/2012 | 9:19:14 PM
re: AMCC May Go Shopping I can't imagine how or why they'd buy PMC, given AMCC's own efforts to compete with PMC's framers. Wouldn't make much sense to flush all of that design effort down the pipe. I also can't see how PMC would permit that to happen, and not activate a "poison pill" strategy to make it tough to do.
I understand from others in the industry that PMC is superb at design re-use and high level of fault detection in their silicon. If this dry spell ever goes away and consumers/business have real bandwidth (thus driving core developent), I believe PMC will again be a major player.
BobbyMax 12/4/2012 | 9:19:14 PM
re: AMCC May Go Shopping With declining semiconductor industry revenue, it is not wise to acquire any company. AMCC already has a very rich product line to meet the demands of customers. VItesse or PMC-Siera are not a good candidate for acquisition because very close product lines that AMCCalready has.
mrcasual 12/4/2012 | 9:19:13 PM
re: AMCC May Go Shopping You have to love random analyst speculation.

An AMCC buyout of PMC would be the worst possible acquisition
in terms of product overlap. These guys are basically
#1 and #2 in the POS/ATM framer markets. The biggest
differences are that PMC tends to have more of the
lower speed Async stuff.

PMC has a broader product line with there MIPS stuff
from the QED acquisition but AMCC has more of the high
speed serializer/clock recovery market which is closer
to their roots.

Corporately they just don't like each other either
so don't expect this one to happen any time soon.

It did make me laugh though.
jamesbond 12/4/2012 | 9:19:13 PM
re: AMCC May Go Shopping "I understand from others in the industry that PMC is superb at design re-use and high level of fault detection in their silicon. If this dry spell ever goes away and consumers/business have real bandwidth (thus driving core developent), I believe PMC will again be a major player."
========================================

Most likely AMCC will buy Velio. PMC made
mistake in buying SwitchOn (450mil) and
Abrizio (400mil). PMC is pretty strong with
ATM/SONET parts.
Docr 12/4/2012 | 9:19:12 PM
re: AMCC May Go Shopping Na vitesse merger is my bet - did'nt this nearly happen 8 months ago ??, similar products yes but they are very strong in storage, like access another market on the move.
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