Does Anyone Other Than A Few On Wall Street Want The Qualcomm – Broadcom Deal To Go Through?
Posted by Forbes
Does Anyone Other Than A Few On Wall Street Want The Qualcomm – Broadcom Deal To Go Through?
By Patrick Moorhead
On Tuesday, Qualcomm investors will decide the fate of the Broadcom-Qualcomm deal. After very careful analysis and consideration, I do not like this deal, as I believe it would result in the destruction of both Qualcomm and Broadcom, would slow down 5G deployment and future “Gs”, and would limit competition in many markets. As I have said before, a Qualcomm and Broadcom combination will be like mixing oil and water. Qualcomm creates standards and core IP and invests ten years out focusing on innovation and Broadcom is an IP implementer, investing maybe three years out, focusing on cost-cutting. Qualcomm certainly doesn’t need this deal as the company is growing in the non-digital modem portion of the equation with RF front ends, automotive, and IoT. I have analyzed and written on all of these, but let’s review.
Featured News
UK Probes Lindab’s Acquisition of HAS-Vent Amid Fears of Market Monopoly
Apr 28, 2024 by
CPI
Shein Faces EU Regulations Over User Data
Apr 28, 2024 by
CPI
Google Fights Back Against US Antitrust Lawsuit
Apr 28, 2024 by
CPI
US Homeland Security Establishes Blue-Ribbon Board with Tech CEOs to Advise on AI
Apr 28, 2024 by
CPI
FTC Accuses Amazon Executives of Using Disappearing Messaging Apps to Conceal Evidence
Apr 28, 2024 by
CPI
Antitrust Mix by CPI
Antitrust Chronicle® – Economics of Criminal Antitrust
Apr 19, 2024 by
CPI
Navigating Economic Expert Work in Criminal Antitrust Litigation
Apr 19, 2024 by
CPI
The Increased Importance of Economics in Cartel Cases
Apr 19, 2024 by
CPI
A Law and Economics Analysis of the Antitrust Treatment of Physician Collective Price Agreements
Apr 19, 2024 by
CPI
Information Exchange In Criminal Antitrust Cases: How Economic Testimony Can Tip The Scales
Apr 19, 2024 by
CPI