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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting
QCOM 170.90-1.3%Nov 7 9:30 AM EST
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To: JeffreyHF who wrote (146038)5/8/2018 4:06:11 PM
From: Art Bechhoefer  Read Replies (1) of 196562
 
There are a number of precedents that might offer insights into the JV Chinese server. A sale of Centriq might result in transfer of the QCOM portion of ownership to a new owner, similar to what was anticipated when Toshiba attempted to sell its portion of a JV with SanDisk, now Western Digital. Western Digital opposed the sale to any competitor, such as Hynix, and the sale eventually didn't take place. But it's not clear that an outright sale of Qualcomm's Centriq investment would be opposed by its JV partner. In fact, the partner might well want to buy the asset. That would also most likely satisfy MOFCOM, which, as you suggest, might then be more motivated to approve the NXPI acquisition.

If I understand Centriq correctly, Qualcomm owns a proprietary chip design that is based on ARM technology, and the chip is fabricated by a non-US company and destined for sale to US or non-US firms. Since Centriq is not unique, in the sense that other companies (mostly Intel) have technology that can do similar or even more jobs), it doesn't seem as likely that regulators in the US or abroad would interfere with a change in Qualcomm's ownership of that portion of the Chinese JV.

Art
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