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Episode 30: P.A. Semi + AuthenTec

Acquired

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Is Apple Unlikely to Get Up an Atom?

Apple has been able to so finely tuned their products because they've been able to control the underlying chipan and and surrounding pieces of that, rather than buying it from a third party. An apple, we view as a vertically integrated company. They're modular in so many ways. And vertically integrating the silican and all their products really enabled all these new product categories that they're trying to go after to day. I don't think any of them will be as as successful or profitable as the iphone. It sure is allowing them to go new places.

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