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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting -- Ignore unavailable to you. Want to Upgrade?

To: Qurious who wrote (147901)	7/24/2018 5:45:29 PM
From: beagle57	2 Recommendations Recommended By Lance Bredvold Qurious Read Replies (1) \| Respond to of 196989

I think that the approval of the QCOM/NXP merger would make Qualcomm stronger globally. Based on what I have read about the Chinese business plans/goals and where they want to be in the next 5-10 years; I don’t think that China wants a stronger Qualcomm. Especially after witnessing that the US Government is willing to and capable of controlling Qualcomm activity.

To: Qurious who wrote (147901)	7/24/2018 6:10:48 PM
From: Art Bechhoefer	1 Recommendation Recommended By Lance Bredvold Read Replies (2) \| Respond to of 196989

Given that the ZTE ban appears to be nearing resolution, and given that the administration has decided to increase number of Chinese goods subject to tariffs (in the guise of national security), China has little leverage other than to stall on approving acquisitions such as QCOM–NXPI. I don't blame China in reacting to a policy that was stupid from the start. And today, to make matters worse, the administration says it's considering $12 billion subsidies to U.S. farmers hurt by retaliatory tariffs. What did they expect? The latest threat shows that the administration has no intention of backing down on the use of tariffs as punishment (against the rules of the World Trade Organization) and will likely ignore damage to companies subject to unfavorable Chinese regulatory rulings. Qualcomm is not the only U.S. company suffering from these ill conceived policies. In the end the taxpayers lose. Art

To: Qurious who wrote (147901)	7/24/2018 6:51:49 PM
From: lml	1 Recommendation Recommended By VinnieBagOfDonuts Respond to of 196989

. . .tell me, why would they wish this acquisition to occur? If they did, didn't they have plenty of time to approve it, long before the pissing started? Sure. In short, this transaction benefits the Chinese economy. China has long had goal of building a top notch semi-conductor industry to supply not only its domestic economy, but to also become a global leader. QCOM has had a long standing relationship, going back roughly 20 years. QCOM's relationship with China is probably among the best, if not the best of US companies doing business in China. This acquisition presents a tremendous growth opportunity, not only for QCOM, but for China. If the deal is terminated on the 25th, it is dead. The opportunity is lost. As far as delay, MOFCOM had to go though its antitrust review, with goal of exacting concessions from QCOM-NXP benefitting Chinese companies operating in the automotive & IoT space. But this process is more or less complete. Time it took to complete is irrelevant at this point in time. Relevant FACT is if deal is not approved by Chinese government within roughly 30 hours, deal will be terminated. No QCOM-NXP chip manufacturing in China. IMHO, a lost opportunity for China, as well as QCOM.