sula> where will they look next for product targets I wonder?

maybe Xilinx or Altera, if they want to get a toehold in the ASIC market.

for memory, flash, and SSD, there's always Micron.

(I wonder if Mark Durcan would be a good fit for the BoD? He's on the SIA board with Ajit)

beyond that, keep an eye on what happens with Avago (used to be the semi arm of HP).

they picked up LSI last summer, now possibly Broadcom (we'll know the outcome of that by November).

at $77+B combined?

they're becoming a pretty big gorilla (half an INTC, or almost 4 ARMHs).

GLAL,

R.