And McAfee only exacerbates that problem... :) -ASB
On Fri, Aug 20, 2010 at 6:25 PM, Rod Trent <[email protected]> wrote: > Computers still need to be updated and Operating Systems still need to be > patched. > > > > *From:* Alex Eckelberry [mailto:[email protected]] > *Sent:* Friday, August 20, 2010 6:02 PM > > *To:* NT System Admin Issues > *Subject:* RE: Intel to buy McAfee for $7.68 billion > > > > As you can see, I stayed away from making any comments… but I did make some > comments to PC Mag here: > > > > http://www.pcmag.com/article2/0,2817,2368056,00.asp > > > > More likely is the fact that the MBAs drove a good part of this decision: > > > > http://money.cnn.com/2010/08/19/technology/intel_mcafee_deal/ > > > > "Value for Intel shareholders." > > > > Intel has $17.8 billion cash on hand, which is just sitting there, earning > very little for the company's shareholders. So what to do with that cash? > Intel could buy a company that it thinks will generate income for its > investors. Ken Hackel, president of CreditTrends.com and author of Security > Valuation and Risk Analysis, estimated that Intel's total cost of capital on > the McAfee purchase would be about 4%, but the cash return on its invested > capital would probably be around 8%.Software in general is a much > higher-margin business than hardware, and McAfee is no exception, with a > gross margin near 75%. Intel's is around 55%. > > > > > > Other than that, it doesn’t make a huge amount of sense. Intel has had a > weak track record buying software companies, and many are scratching their > heads. > > > > Alex > > > > > > > > *From:* Andy Shook [mailto:[email protected]] > *Sent:* Thursday, August 19, 2010 9:21 AM > *To:* NT System Admin Issues > *Subject:* RE: Intel to buy McAfee for $7.68 billion > > > > Mr. Alex E., > > > > If you’re lurking, I’d love to hear\read what you think…. > > > > Shook > > > > *From:* Andrew S. Baker [mailto:[email protected]] > *Sent:* Thursday, August 19, 2010 9:17 AM > *To:* NT System Admin Issues > *Subject:* Re: Intel to buy McAfee for $7.68 billion > > > > Yow!!! > > > > Now that is a huge surprise. I'm not sure what to be more scared about: > > > > -- That Intel feels it needs integrated security solutions > > -- That it feels that McCrappy was the best organization to purchase to get > that capability > > -- That we might have integrated McCrappy on our systems whether we like it > or not in a few months/years > > -- That AMD or other chipmakers might do something similar to avoid being > left behind. > > > *ASB *(My XeeSM Profile) <http://XeeSM.com/AndrewBaker> > *Exploiting Technology for Business Advantage...* > * * > > Signature powered by WiseStamp <http://www.wisestamp.com/email-install> > > > > On Thu, Aug 19, 2010 at 9:02 AM, Simon Butler <[email protected]> wrote: > > Here is a surprise… > > http://news.cnet.com/8301-1001_3-20014082-92.html?tag=nl.e498 > > > > Simon. > > > > -- > Simon Butler > MVP: Exchange, MCSE > Sembee Ltd. > > e: [email protected] > w: http://www.sembee.co.uk/ > w: http://www.amset.info/ > > w: http://blog.sembee.co.uk/ > > > > > > > > > > > > > > > > > > > > > > > > > > ~ Finally, powerful endpoint security that ISN'T a resource hog! ~ ~ <http://www.sunbeltsoftware.com/Business/VIPRE-Enterprise/> ~
