Not only a rumor anymore. It seems Q is going for the whole package. Thoughts?
20 replies (most recent on top)
@3abr
whatever is your logic behind calling me chinese, it is flawed. Why would a chinese bad mouth china. And you do know that if I said winnie the pooh to refer to Xi, I would disappear. Nobody is above Xi in Xina, not even Jack Ma the multibillionaire.
@2ysw why double speak when you are chinese? get back to being yesman and thanking your manager.
How many of you bought the new revolution in PC 😜 .. Intel will bring the new new revolution..
naive question but... why should winnie the pooh have any say in two american companies merging? I mean chinese companies don't take approval from USA when doing MnA activities inside China? Heck! they didn't take anybody's approval back in 2019 when merging bats with humans and sending planeloads of them to Italy while shutting down domestic traffic.
Qualcomm HR, please send this to your boss CCP
NXP deal was so smooth and contributed to both top and bottom line growth.... exactly the type of thing to do again and again. Lina Khan is truly overjoyed.
There is a line of thought that the US government might be keen to the deal due to national interests and allow the merger. However, I am certain that the EU and China would appose the deal for antitrust reasons. Then there is the question of whether qcom could pull-off the deal. They failed on aquirring NPXI and ultimately had to pay a $2 billion termination fee.
Ultimately, I don't think the deal will go thru.
Qualcomm should also by Google as the stock is low too. Then, it will be in the true AI race. Chinese gov will never approve this intel deal so we shouldn’t even waste our talk here.
@1dde+1uDDkuhA He prefers TikTok, remember?
We can't even pull up our own pants.
I highly doubt that Q wants the factory side of the business. That’s too capital intensive. They simply want the PC market share and then enter the Server space.
Sinking ships hand in hand, lol
When Bcom tried to Qcom, Qcom said they were "undervalued." At that time Qcom was under a lot of lawsuits, both from Apple and the feds. As a result, Apple was not paying the royalties and the stock was down. Trump ki-led the deal, Qcom won all the lawsuits, and the stock gradually shot up.
Qcom just needed to get over the hump. Intel's in the same situation now. Their new CPUs should do well and they should iron out their new fab process. Amazon has already signed up.
I worked at Qcom back then, and you have respect the leadership because they didn't cave into Bcom and fought to keep the company independent. The next couple of months are just a measure of how much guts Intel's leadership has.
Whatever BS you discuss here, Q is making the right move...Aquirig Intel CCG+FAB business can make Q to join trillion dollars club
Will be disaster
I still don’t understand why Qualcomm really wants to be in the CPU business. Anyone care to enlighten me?
They pay Nuvia people more than others, and it is not a secret
Intel has 15 wafer fabs in production worldwide at 10 locations. Good to buy a "lean" Intel with fabs to compete with MTK and fruit company. CxO will have much deserved raise as company size gets bigger. Stock goes crazy for the year-long merger b/w RFMD & TriQuint. It's a win-win.
As X Elite began to fizzle, CA, the master cat charmer, knew it was time to distract the investors once more. After all, these clueless investors—already duped by 5G, AR/VR, IoT, and AI on PCs—were like cats chasing laser pointers, desperately clinging to the shiny false hopes one after another. Enter: Intel, the latest laser pointer in the game.
Meanwhile, Q’s getting desperate, watching its fruit-flavored cash cow moving to greener pastures. At this rate, CA’s next absurd strategy might just come from Googling, ‘How to make money fast.’"
Q would take on a lot of debt from Intel, company bigger than the Q.
https://www.axios.com/2024/09/22/qualcomm-intel-takeover-chips
So is Broadcom