Samsung has moved to distance itself from talk over which vendor could purchase HP’s webOS platform, while Qualcomm has emerged as a possible surprise contender.
Dow Jones Newswires notes that Samsung today said it has no intention to get involved in HP’s decision last week to offload its PC business and end its webOS hardware activities. Samsung was one of many vendors to have been linked to a potential deal; other names mooted by the press and analysts are LG, HTC and giant retailer Amazon.
But it is the emergence of Qualcomm as a possible acquirer that has really got tongues wagging in the last day. Such speculation was started by analyst Jack Gold, who yesterday issued a note claiming he believed “a dark horse candidate will move in to buy/license webOS.” Gold believes that Qualcomm is the most logical candidate, for a number of reasons. He notes that webOS only runs on Qualcomm chips, and that the San Diego firm is involved in the OS space (Brew) but would benefit from stronger traction in software. Meanwhile he adds that “since Qualcomm offers the necessary tools and design capabilities to create a complete solution, it could build out an entire ecosystem.”
Gold also added in his note that “another dark horse like Nvidia could come in and take on webOS,” but warned it is less probable they have the resources to make the whole package work.