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Comment on Intel to buy McAfee for $7.7 Billionparent

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A simplified perpetuity of $175m @ 6% would have a PV of ~= 3b. I'm having trouble seeing how they'd ever break even based on profits alone. I just can't imagine what kind of integration with existing products they think will add another 4.7b.

6% seems a little high given the current climate, no? Take that down to 3% and you're in the neighborhood of the deal price.

Still not sure if I agree with the deal, and it does seem driven by a bunch of cash burning a hole in Intel's pocket.

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