Yokemate of Keyboards
Posts: 12407 from 2003/5/22
From: Germany
> First numbers for the X-Gene 3 place it at Xeon performance levels.
X-Gene future may just have become somewhat uncertain:
"
MACOM intends to divest the well-positioned but non-strategic Compute business within the first 100 days of closing. [...] MACOM expects to improve the profitability of AppliedMicro by divesting the Compute business [...] MACOM intends to divest AppliedMicro’s well-positioned Compute business within 100 days from closing the transaction, as the business does not strategically align with MACOM’s long-term focus. AppliedMicro has been exploring strategic options for the Compute business and there is known strategic interest among several potential buyers and investors. MACOM will continue to support Compute customers and partners during this transition."
https://www.apm.com/news/macom-announces-definitive-agreement-to-acquire-appliedmicro/https://www.macom.com/about/news-and-events/press-release-archive/row-col1/news--event-archive/macom-announces-definitive-agr-4Regarding the Embedded Processing business (which the PPC-based SoCs and the ARM-based HeliX SoCs belong to), page 11 of
this presentation reads like MACOM is going to keep it ("
Solid Cash Flow Business"), as opposed to the Compute business comprised of X-Gene ("
Active Sale Process to Divest").
As for how they could sell the X-Gene line but keep the HeliX line, this is somewhat of a mystery to me considering both lines are based on the same core IP (Potenza).
John Croteau, MACOM president and CEO, on the other hand
has to say:
"
the embedded PowerPC part of the portfolio may be part of the divestiture; it may not be. Depends which buyer, frankly. It’s a cash cow either way, to be honest."
Where would this leave the embedded ARM part (HeliX) of the Embedded Processing portfolio?
Statement from 6th December:
"
employees working on Connectivity or embedded PowerPC products will continue performing their roles. Employees working on ARM-based server products may be tied to any ARM-based Compute business divestiture. There are a number of “shared” employees working on both Connectivity and ARM products. [...] AppliedMicro and MACOM management will work to identify the skills, experience, strengths and weaknesses of each of the shared employees [...] in order to determine which business group they should be assigned to post-closing. [...] MACOM currently plans to maintain and support our embedded PowerPC products following divestiture of the ARM-based Compute business, including sustaining PowerPC engineering, applications engineering and QA. MACOM and AppliedMicro management will work together to identify the individuals to be assigned to these ongoing efforts. These plans could change depending on the buyer of the ARM-based Compute business."
https://www.sec.gov/Archives/edgar/data/711065/000119312516786489/d306596d425.htmhttps://www.sec.gov/Archives/edgar/data/711065/000119312516786496/d301947d425.htmStatement from 26th January by John Croteau:
"
MACOM plans to promptly engage with previously identified potential buyers toward a near-term divestment of AppliedMicro’s well-positioned Compute business. As previously stated, this portion of the business does not strategically align with our long-term product focus, but we feel confident a successful transaction can be consummated."
https://www.apm.com/news/macom-successfully-completes-acquisition-of-appliedmicro/https://www.macom.com/about/news-and-events/press-release-archive/row-col1/news--event-archive/macom-successfully-completes-a-1[ Edited by Andreas_Wolf 01.12.2018 - 21:32 ] 
