https://liliputing.com/2017/11/qualcomm-trns-broadcoms-130-billion-acquisition-offer.html
Qualcomm turns down Broadcom’s $130 billion acquisition offerIt’s not hard to understand why Broadcom made the offer. The company has an extensive portfolio of products, but there’s not a huge amount of overlap with Qualcomm. While Broadcom is best known for its networking solutions, Qualcomm is one of the dominant players in the smartphone CPU and GPU space. Combining the two companies would create a serious powerhouse in the low-power chip space.
Whether the deal would be approved by regulators is an open question, but it’s one that may go unanswered, since Qualcomm is rejecting the unsolicited acquisition offer.
Technically, it’s still up to Qualcomm’s shareholders to decide whether to reject the deal. But with the board of the company unanimously recommending against, it seems unlikely to go through… at least at the current price.
While $130 billion is a lot of money, Qualcomm’s board says the offer undervalues the company, which is currently expanding beyond smartphones and into other markets including automotive, Internet of Things, and networking.UNDERVALUED, yes I agree with that statement.
Let's see .....
Qualcomm is leading FOSS into Server Space using DynamIQ chipsets swinging over 46 core sets (sets of 4 cores & sets of 8 cores which is how the overall "strength" parameter is being controlled right now). Also note that any bad cores get dropped from the core count list making up some sub-type sorted outcome part numbers that are slightly weaker than the primo SoCs. This is also why the chip is spec'd at 46 cores while 48 cores are physically there, they expect a little bit of a failure rate when the chip is a brand new little puppy production-wise.
I suspect they will continue to build at the full 48 sets of 8 cores per set and let the failure rates dictate the number of lesser processors they have to sell (they got 4 lesser slots they can downgrade into). Sub-grade processors that will get accumulated over time and get shipped periodically at a strong discount.
When Samsung gets really really good at it, then the price of the primo chipset can go down to increase the demand rate back on up to equilibrium again at the lesser flaw rates. Then comes 7nm next year and 5nm two years later on ......
Qualcomm is breaking into laptops with Microsoft doing the Snapdragon 835 and 845 phone chips as laptop chips and by making sure that Microsoft Win Server runs really really well on Centriq 2400 processors.
Qualcomm is also breaking into AI with the Snapdragon 845 in a somewhat LARGER fashion, since it is swinging a larger AI processing block linked with the more powerful graphics processor.
Qualcomm is a leader that has made a series of progressive partnerships on a series of significant issues --- and Qualcomm generally brings home the bacon whenever they start something.
This is not to say that Qualcomm is without flaw, as they have done their fair share of dumb and greedy things over the years.
But they are not at an Intel or Microsoft level flaw-wise by anybody's guess.
Apple saying Qualcomm is greedy is about as bad as it gets (pot calling the kettle black there, actually)
I have to agree that Broadcom's take-over bid was perhaps a calculated distraction orchestrated by Intel to try to get the bad Qualcomm man to slow down on the Intel kidney kickings to some small degree --- or mebbe just to get Qualcomm to stop taking R & L turns whacking Intel in the knees all the durn time with that bloody baseball bat ......
.....so, let the Intel beatings continue unabated .....
If Intel isn't writhing, squealing and bleeding, they ain't innovating hard enough .....