Broadcom potential Purchase of Qualcomm

[FlyerInHi]

Flu, I believe in industrial policies; and i think we lost out on high speed rail, solar, electric cars, etc…. too bad for our workers.

I’m just wondering why the flip now from a Republican controlled executive.

[quote=flu]
now trump makes one good decision, and you state how these decisions should be left up t businesses to decide???
[/quote]

I didn’t say I disagreed with the decision.

If the core foundational belief is that the invisible hand works better that anything else, it’s very hard to justify management by bureaucrats. There should be a whole lot of explaining when there is a deviation. That’s where the inconsistency lies.

Also, if one owns Qualcomm stock and believes in the merger, one might be upset the government is taking and redistributing one’s wealth away.

[Anonymous]

[quote=flu]
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
[/quote]

You’re not even trying to make an argument. Just regurgitating partisan talking points.

Lol, Solyndra. A a really lame comparison. Government investment is the complete opposite of “heavy hand involvement and more regulation.”

Here’s some data:
http://www.npr.org/2014/11/13/363572151/after-solyndra-loss-u-s-energy-loan-program-turning-a-profit

Overall, the agency has loaned $34.2 billion to a variety of businesses, under a program designed to speed up development of clean-energy technology. Companies have defaulted on $780 million of that — a loss rate of 2.28 percent. The agency also has collected $810 million in interest payments, putting the program $30 million in the black.

Based on you posting history, we all know that you still don’t quite get Investing 101. So let me explain: The clean-energy program was an overall success.

[carlsbadworker]

[quote=flu]I think I’m going to pick up some qcom shares now that it’s below $60…lol.[/quote]

Why? What’s the hurry? Isn’t it a low 50s stock before the Broadcom drama?

[Coronita]

Harvey, you are just pissed some of your hard earned money is going towards higher W2 taxes to subsidize some red states bumpkins instead of your own kids, per a government agenda that goes against grain of your sense of right and wrong.

Enjoy, for the next few years. I hear there are support groups on piggington now forming to get through it…. Brian included…

[FlyerInHi]

Flu, I believe in good industrial policies to benefit the whole USA including country bumpkins. It’s not about protectionism, but about win-win policies for the world.

But I can just as easily live with the invisible hand. If the country bumpkins don’t know what is good for them, they can suffer the consequences. I’m a global citizen, so as along as aggregate world living standards improve, I’m happy.

Leaving politics aside, China has great economic policies. We will see if our non-policies are any better. May the best win.

[Anonymous]

[quote=flu]Harvey, you are just pissed some of your hard earned money is going towards higher W2 taxes to subsidize some red states bumpkins instead of your own kids, per a government agenda that goes against grain of your sense of right and wrong.

Enjoy, for the next few years. I hear there are support groups on piggington now forming to get through it…. Brian included…[/quote]

Lol, my W2 taxes are pretty insignificant. I haven’t had a real job for over ten years.

And most of my extended family are red state bumpkins. (Although a few of them live in PA district 18, so I’m not sure what to call them now.)

They’re tough, hard working, folk. You don’t see many Miatas in those parts.

[FlyerInHi]

I read Trump’s executive order and it’s not clear why the merger is a threat to national security.

The analysts are saying that the issue is not Qualcomm’s current IP portfolio but the possibility that the merged Broadcom will slash r&d investments in which case Huawei will get ahead in research.

Really? the government wants to force private businesses to perform research ahead of shareholder wealth maximization. Really? Sounds like wealth confiscation and redistribution to me. For what? To pay engineers.

And now people are calling for a national policy to roll out 5G with the government getting involved to incentivize rollout. Really? Can bureaucrats make better decision than private job creators? I don’t think so.

Not a cent of public money should be spent on 5G. No public incentives, tax credits, loans, nothing. The private sector should make their own decisions on where the demand and economics of scales are. There is no need for 5G, especially in sparsely populated areas where the usage fees will not even cover the network and maintenance. It would be really dumb to invest money where there is no return.

[Coronita]

Paul Jacobs is trying to form a group to buy Qualcomm. Up 5% after hours. like I said, something was going to happen.

Cha-ching

[FlyerInHi]

[quote=flu]
Cha-ching[/quote]

I don’t know about that…

“We think the blocked deal will likely frustrate QCOM investors, as many were looking for a change in control,” adds Angelo Zino, an analyst at CFRA Research. Qualcomm investors are “the obvious big loser from the blocked deal.”
http://fortune.com/2018/03/14/broadcom-qualcomm-blocked-trump/

[jameswenn]

[quote=flu]Paul Jacobs is trying to form a group to buy Qualcomm. Up 5% after hours. like I said, something was going to happen.

Cha-ching[/quote]

Paul is Donald Trump Jr

[Hatfield]

[quote=flu]Paul Jacobs is trying to form a group to buy Qualcomm. Up 5% after hours. like I said, something was going to happen.[/quote]

Won’t happen. He has neither the equity, nor the cash, nor the respect of investors or the board to pull it off. I think this is the part where he sails off into the sunset like his brother. Stock is down like 10% since you posted this.

Can’t decide whether I want to get up early and head over to Morehouse to watch the fireworks. My best guess is that Steve is out and Sanjay is in. That’s based on 100% pure speculation, and the weird timing of Sanjay’s sudden stepping down from Global Foundries last week.

[Coronita]

[quote=Hatfield][quote=flu]Paul Jacobs is trying to form a group to buy Qualcomm. Up 5% after hours. like I said, something was going to happen.[/quote]

Won’t happen. He has neither the equity, nor the cash, nor the respect of investors or the board to pull it off. I think this is the part where he sails off into the sunset like his brother. Stock is down like 10% since you posted this.

Can’t decide whether I want to get up early and head over to Morehouse to watch the fireworks. My best guess is that Steve is out and Sanjay is in. That’s based on 100% pure speculation, and the weird timing of Sanjay’s sudden stepping down from Global Foundries last week.[/quote]

I am waiting for the big rumored layoff…I never expected the entire going private thing would actually work (well not until Qualcomm market cap is really in the toilet)….I just wanted the 4-5% pop that happened right after it was announced…..I think I will buy right back in tomorrow. futures showing negative and thinking a reorg is imminent if they need to save $1billion

[Coronita]

.

[FlyerInHi]

What do you telecom guys think of the ZTE affair?

I remember that China agreed before that they would use US 4G standards. Now, there are still battles among US, EU and China over 5G standards. Who will win? And how is ZTE playing into this?

If i were China, I would start making alternative plans since the US frequently uses trade sanctions for political means.

[FlyerInHi]

I wonder why Trump single handedly decided to save ZTE.

Xi must now be updating his Made in China 2025 to never depend 100% on the USA for anything.

[Author]

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