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.
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