The IT industry has always been a loose collection of wildly diverse companies, with a couple of big, finger-in-every-pie giants like IBM
In the latest move toward a handful of IBM clones running the table, Intel
And antitrust investigators need not even open an inquiry this time. The business interests of McAfee and Intel overlap about as much as the fashion choices of Warren Buffett and Bjork. And that total lack of common interests makes this deal very interesting.
What's been so great about the Intel of recent years is the company's laser-like focus on its core competency: making processors to power computer systems. The company has largely done away with irrelevantia like memory chips and communications signal processors while pounding main processor rival Advanced Micro Devices
Moving sideways into security software is akin to Cisco Systems
You're diluting your brand and taking resources away from what you do best, Paul. Stick with the processors you do best -- the world doesn't need yet another IBM clone.
Fool contributor Anders Bylund holds no position in any of the companies discussed here. Intel and Microsoft are Motley Fool Inside Value picks. The Fool owns shares of and has written puts on Intel. The Fool also owns shares of Microsoft and Oracle. Try any of our Foolish newsletter services free for 30 days. You can check out Anders' holdings and a concise bio if you like, and The Motley Fool is investors writing for investors.