mcafee

How did two acquisitions for nearly $10B affect Intel buzz?

Posted by Eric on September 01, 2010
Business / No Comments

After spending nearly $10 billion within a few weeks on acquisitions, we decided to run some social analysis on Intel.

On August 19, Intel acquired security-software maker McAfee for $7.68 billion in the largest deal of their 42-year history. Some questioned the decision, but Intel executives argued growing security dangers require new measures and described the acquisition as an essential step to design chips and other hardware that can protect systems better than software alone.

Less than two weeks later, Intel acquired chip maker Infineon’s Wireless Solutions Business on August 29 for $1.4 billion. The Infineon acquisition enables Intel to expand the company’s reach beyond the core PC and server businesses and into the mobile and wireless markets.

Intel trend

Overall chatter around Intel for the month of August 2010 peaked on 8/19, the day of the McAfee acquisition. Chatter on 8/19 was 68% higher than the day of the Infineon announcement 8/29.

Intel sentiment August 2010

Here’s a look at the overall sentiment trend chart for the month:

Intel sentiment trend

Interestingly, sentiment on August 19 was 85% positive, while sentiment on August 29 was only 70% positive (although Intel announced on August 28 that it cut its third-quarter revenue forecast, citing weaker-than-expected consumer demand for personal computers in mature markets.)

Intel Sentiment Aug 19 Intel sentiment Aug 19

Overall the word McAfee was mentioned much more frequently in Intel posts than the word Infineon. The word McAfee appeared in nearly 70% of Intel related chatter on August 19.

McAfee vs Infineon within Intel

The topic cloud for the month of August reveals generally positive conversation overall. Do you think these moves were wise for Intel?

Intel topic cloud

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