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Comment on Intel to buy McAfee for $7.7 Billion

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Intel just bought Texas Instruments cable modem division so maybe they're looking to make a big push into the CPE market? x86 all-in-one gateways with embedded security & AV scanning perhaps? McAfee has tons of deals with ISPs so this would be a big foot in the door for Intel to push not only IP gateways but other types of set tops too. $7.7B is a big price tag but if my theory is correct you need to look at it in perspective of how many CPE devices are sold per year -- cable modems, routers, set tops. Presently they're all using ARM, PPC or MIPS chips. That's a huge potential growth area for low power x86. Wouldn't surprise me to see Intel pickup Motorola's set top business in the near future.

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