I agree, QCOM at its current state is too big to acquire. The only larger player who would even consider buying QCOM is INTC, but they’re not big enough still. I also agree that QCOM under current CEO doesn’t seem to have the mindset to grow through acquisition. Also, their portfolio is pretty well rounded anyways, so there’s really no reason to acquire anyone to plug any whole. So, the only way they can grow is organically. But it seems like they’re in a cutting mode instead of growing mode. If QCOM does split, I can totally see INTC gobbling up their modem/chip division. It would make perfect sense, but that might cause antitrust.
I agree that possibly, 5 years from now, ILMN will be the talk of the town instead of QCOM. Unless they do something big.
