
Sun just bought Montalvo whose hardware I blogged about some while ago. And just like the Apple acquisition of PA Semi, the question of “why” appears. Some analysts blame the simple fact that both Montalvo and PA Semi simply needed to be acquired, since their venture capitalists did not want to put in the next 100 million USD needed to go to silicon (Montalvo) or really expand on the opportunity already at hand (PA Semi). Here is my crazy guess.