Apple buys Lala, will offer streaming music service.
The latest news is that Apple is buying Lala, and the streaming music service will most probably be integrated into iTunes.
On Friday, AAPL was down 3%, most probably on the news of litigation by Opti and Emblaze. However, seeing that the company has done well in retail performance in October, there will be more halo effects around the sales of iPods, iPod Touch and iPhones, iMac and other products going forward into 2010.
Intel vs ARM
There’s an interesting article over at The Street about why Intel (INTC) should consider buying ARM Holdings (ARMH) as the latter dominates the smartphone chip space despite Intel’s Atom offerings. ARMH has a bunch of big names in the list of current and former licensees of its technology which is found in Apple’s iPhones, among other smartphones.
Marvell (MRVL), one of these licensees, was up this past week on beating analyst’s estimates.
Also remember that ARM has a very long list of current and former licensees: Alcatel(ALU Quote), Atmel(ATML Quote), Broadcom(BRCM Quote), Cirrus Logic(CRUS Quote), Digital Equipment Corp., Freescale, Intel (through DEC), LG Group, Marvell Technology Group(MRVL Quote), NEC, NVIDIA(NVDA Quote), NXP (previously Philips), Oki, Qualcomm(QCOM Quote), Samsung, Sharp, ST Microelectronics(STM Quote), Symbios Logic,Texas Instruments(TXN Quote),VLSI Technology, Yamaha, ZiiLABS and, oh yes, Taiwan Semiconductor Manufacturing(TSM Quote). – Robert Castellano – The Street.
