Really? That ur best analysis? Like some other stock brokerage analysts?
As the world's largest technology company with a *huge* cash reserve, Apple could buy any number of hardware companies. Was speculated many times in the past Apple could by ATI (b4 AMD did). Apple could likely, w/shareholder enthusiasm, buy Intel(no need 4 even a hostile takeover)! Buying Intel won't happen, but it would be just great to see those here and over on 'Apple h8trs r us' bust a groin, venting in fury over Armagedon , would make their whole worthless lives have meaning, such that they could whine & whine& whine about how their Winblows machines are crap since Apple took over Intel, rflmao.
Historically Apple has had problems with both the ATI & Nvidia GPU's, but Apple could (try) even buy *both* of those companies...yet they don't???
If as u say, Apple finally, late to the game (yeah sure, if u want to believe that, fine) decided it must buy some company b4 it's too late to stay "competitive", why oh why, has Apple used sub-par performing Samsung & Tonshiba SSD's in their laptops in the past???
^thought this was interesting as I find it hard to believe 3bit/cell flash could even approach SLC 'trustworthiness' *and* maintain a large capacity lead. ^that seems to be the more common variable that Apple seeks---part of the competitive edge in obtaining customized hardware designed specifically for Apple products, to work well with their product needs--- least this is electronista's editorial analysis. Apple seems to be on good terms with Intel (was at least while Steve Jobs was alive), so they get customized support w/o needing to buy out Intel