170 170 correctly predicted forecasts
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Chris Lau

Vote for Qualcomm ($QCOM) Board
13 february

Vote for $QCOM management. Do not follow Broadcom's $AVGO bid for fewer on the QCOM board.

5G is almost upon us. The technology is a game-changer. 

Look at Nokia $NOK as an example of a company growing because of 5G ramping up.

QCOM has the most patents on 5G.

Vote FOR QCOM. Agree or disagree?

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  • 245 245 correctly predicted forecasts
    Max Grigoryev
    But $120B was quite a solid offer honestly
    Reply
    1
  • 122 122 correctly predicted forecasts
    Long/Short Investments
    Max Grigoryev, QCOM still has the NXPI acquisition that just has to get by Chinese regulators. They're offering $110/share, but the stock is trading around $116. They negotiated the price back when the SOX index was trading some 50%-ish lower, so to close QCOM likely has to up the price to maybe $130-$135.

    It's a strange scenario, since there are so many moving parts of QCOM trying to buy NXPI and AVGO trying to buy QCOM. If QCOM can acquire NXPI, then the AVGO takeover attempt is probably dead.
    Reply
    1
  • 245 245 correctly predicted forecasts
    Max Grigoryev
    Long/Short Investments, and I think QCOM is quite confident about NXPI's acquisition, otherwise they would take this deal from AVGO
    Reply
    2
  • 122 122 correctly predicted forecasts
    Long/Short Investments
    Max Grigoryev, That's what I think too. I'm curious what type of takeout price they have in mind for NXPI.
    Reply
    1
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