Broadcom potential Purchase of Qualcomm

[Coronita]

Trump issues exec order to block Broadcom takeover deal.

Don’t like the guy, but I think he got this one right.

Good news for the local economy too. Though now, shareholders being pissed, I see a big layoff around the corner, especially after what the execs in the last meeting.

I do enjoy watching Hock and Avago finally getting the screws put to them.

Firesale price on Qualcomm shares too. Below $60 maybe???

[Coronita]

I think I’m going to pick up some qcom shares now that it’s below $60…lol.

[FlyerInHi]

[quote=flu]Trump issues exec order to block Broadcom takeover deal.

Don’t like the guy, but I think he got this one right.
[/quote]

Can you elaborate on this one? Why is that a good decision, either business wise or on national security grounds?

[Coronita]

[quote=FlyerInHi][quote=flu]Trump issues exec order to block Broadcom takeover deal.

Don’t like the guy, but I think he got this one right.
[/quote]

Can you elaborate on this one? Why is that a good decision, either business wise or on national security grounds?[/quote]

whatever I say doesn’t matter because in your mind whatever trump does is wrong. if obama made the same decision, you would be praising him for his decision.

And considering I use to work in this wireless Telco space…specifically both for Qualcomm and Broadcom and Avago….it would be pointless to have a discussion with someone who has no idea how this industry works and not even qualified to work in this industry.

[FlyerInHi]

Flu, you know the industry that’s why you opinion is very interesting .

I’m just wondering if there was a thoughtful deliberative process for the government to insert himself into private industry. I believe there’s a role for government developing economic policies. Telecom is a key industry of the future and I’m just wondering why not let businessmen make their own decisions

[Myriad]

I’m not sure why Trump made a decision before CFIUS. CFIUS would likely have blocked the merger anyways.

But from a geo-strategic perspective, it’s not a surprise to see key industries being impacted due to the peer competition with China.

[Myriad]

I’m not sure why Trump made a decision before CFIUS. CFIUS would likely have blocked the merger anyways.

But from a geo-strategic perspective, it’s not a surprise to see key industries being impacted due to the peer competition with China.

[gzz]

Flyer, government inserting itself into industry is standard around the world in all capitalist countries when the company is as big as Qualcomm.

We sometimes will make an exception for Canada and UK because of 200 years of good relations and reciprocity for our companies, but there are just no examples of a huge and profitable US co getting taken over by an Asian company, especially one with strong China ties. Obama would have blocked it, the French would block it for any of their many giant companies, etc.

Broadcom management screwed up, they should have fully moved HQ to California first.

[njtosd]

[quote=FlyerInHi]Flu, you know the industry that’s why you opinion is very interesting .

I’m just wondering if there was a thoughtful deliberative process for the government to insert himself into private industry. I believe there’s a role for government developing economic policies. Telecom is a key industry of the future and I’m just wondering why not let businessmen make their own decisions[/quote]

Brian this is old. Any time you want to file a patent application outside of the US you have to get a foreign filing license, which isn’t granted until an evaluation is done regarding the effect of the invention on national security and can be blocked for the same reason. “I believe there is a role for government developing economic policies.” That’s very big of you.

I’m surprised that the takeover was moving ahead even with the looming decision in Oil States https://www.google.com/amp/amp.timeinc.net/fortune/2017/11/27/supreme-court-patents. There could be a huge shake up with Apple and Qualcomm patents and the effect on stock price could really be dramatic. Or not. It should be interesting.

[Anonymous]

[quote=njtosd]Any time you want to file a patent application outside of the US you have to get a foreign filing license, which isn’t granted until an evaluation is done […][/quote]

In other words there’s a process used to arrive at decision.

In this case there was no process.

There was a process moving along that would have likely arrived at the same outcome. But Trump intervened to illustrate his decisiveness and power.

It’s not leadership. It’s theater. And it’s amazing how many people fall for it.

[FlyerInHi]

[quote=Myriad]I’m not sure why Trump made a decision before CFIUS. CFIUS would likely have blocked the merger anyways.

But from a geo-strategic perspective, it’s not a surprise to see key industries being impacted due to the peer competition with China.[/quote]

Exactly. Does not seem like a deliberate process within established institutions.

[FlyerInHi]

[quote=njtosd]
Brian this is old. Any time you want to file a patent application outside of the US you have to get a foreign filing license, which isn’t granted until an evaluation is done regarding the effect of the invention on national security and can be blocked for the same reason.
[/quote]

So if the foreign patent license is denied, it could well be foreign companies file a patents in foreign makets ahead of the US company who may have invented the technology first.

We are now live in a fast moving world. The US no longer has decades of competitive advantage in new technology.

5G is coming. Will the US set the standards or will Europe or China. We will see.

[Coronita]

[quote=FlyerInHi]Flu, you know the industry that’s why you opinion is very interesting .

I’m just wondering if there was a thoughtful deliberative process for the government to insert himself into private industry. I believe there’s a role for government developing economic policies. Telecom is a key industry of the future and I’m just wondering why not let businessmen make their own decisions[/quote]

oh shut up Brian. when Obama was in office, you were cheering for more government heavy hand involvement and more regulation. and back then you were cheering about our government picking and choosing which green tech company would get money….government picking the winners….like green tech company Solyndra

now trump makes one good decision, and you state how these decisions should be left up t businesses to decide???

you are so full of shit,

[FlyerInHi]

[quote=gzz]Flyer, government inserting itself into industry is standard around the world in all capitalist countries when the company is as big as Qualcomm.

We sometimes will make an exception for Canada and UK because of 200 years of good relations and reciprocity for our companies, but there are just no examples of a huge and profitable US co getting taken over by an Asian company, especially one with strong China ties. Obama would have blocked it, the French would block it for any of their many giant companies, etc.

Broadcom management screwed up, they should have fully moved HQ to California first.[/quote]

I understand.

Seems like exemptions for Canada and UK are capricious and discriminatory.

My understanding was that we an an open free market and we don’t believe in dirigism like the French or Chinese or even Germans. We don’t believe in government sponsorship of corporate champions which is government picking winners or losers.

Also, what about shareholder wealth maximization? That’s the first thing I learned in finance class.

[FlyerInHi]

dup

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