Analysts see competitive advantages for Apple in Anobit buy

“RBC Capital’s Mike Abramsky this morning reflects on speculation reported by TechCrunch’s Robin Wauters, who cited the Israeli publication Calcalist, that Apple (AAPL) is in talks to buy component maker Anobit of Herzliya Pituach, Israel, for upwards of half a billion dollars,” Tiernan Ray reports for Barron’s. “He opines that a deal, if it comes to pass, ‘may provide meaningful long-term competitive advantages. Apple likely sees flash memory performance and speed as crucial to user experience in the post-PC era.'”

Ray reports, “ISI Group’s Brian Marshall this morning writes that a purchase at the reported price would be something of a deal, as the implied multiple is six times the amount of venture money invested in Anobit, $80 million, which would be less than the seven times multiple that SanDisk (SNDK) paid for Pliant Technology in May of this year.”

Read more in the full article here.

Related article:
Apple reportedly buying Israeli flash memory company Anobit for upwards of $500 million – December 13, 2011

6 Comments

    1. Ah yes but the inflation adjusted figure would put that Next purchase at about $1.6B today. Even that would still be priceless today 🙂
      Re the Anobit purchase, Shamsung license their tech so this would enable Apple to cut them out ….perhaps?
      Jus’ wishful thinking.

  1. Get this deal done.

    My gut tells me that competitors will do anything and everything, whether legal, or more than likely, illegal the quash this deal. Just you watch in the coming days what SPEW will come from the Wall Street Crackheads.

  2. “The company also addresses the enterprise SSD market with its Genesis SSD leveraging its MSP controller chip (e.g., 2.5″ 6Gb/s SATA and SAS available in 100/200/400GB capacities) which competes against STEC, Samsung, Hynix, Micron, etc.”
    A 200Gb iPod, anyone?
    Or even better, a 400Gb iPod, both SSD?
    Yummy.

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