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Qualcomm Approached Intel About a Takeover in Recent Days

wsj.com

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Re: Qualcomm Approached Intel About a Takeover in Recent Days

#31

Post by richbell »

tazu wrote: post #25
SketchySeaBeast wrote: post #21

Earlier quoted context omitted.

If by worked you mean "the site isn't dead", yes. If you mean more "profitable", I don't think that's true, is it?

Setting aside the political reasons for less advertising revenue, it's still running and there are 200M DAU. Many ex-employees swore the servers would catch fire by now.

> Many ex-employees swore the servers would catch fire by now.

They've 'caught on fire' many times, such as the time login/2fa broke, or the weeks/months where you were rate-limited to only a few hundred interactions per day.

Re: Qualcomm Approached Intel About a Takeover in Recent Days

#32

Post by brigadier132 »

SketchySeaBeast wrote: post #21
tazu wrote: post #18

Earlier quoted context omitted.

Letting 80% go seems to have worked for X.

If by worked you mean "the site isn't dead", yes. If you mean more "profitable", I don't think that's true, is it?

That has nothing to do with letting go staff and everything to do with the owner.

Re: Qualcomm Approached Intel About a Takeover in Recent Days

#33

Post by chasil »

Dalewyn wrote: post #20
synergy20 wrote: post #14

Intel is 1/3 of AMD by market cap but 6x the employee, that's 18x difference. If QCOM takes over INTC, they might need let a LOT go to revamp it, like 80% of them.

It's not happening though, an acquisition of Intel means the end of x86 due to cross-licensing terms between Intel and AMD which stipulate they all terminate upon either party being acquired. Granted, Qualcomm has interests in ARM so this might actually be what they want: Embrace, No Extending, Extinguish.

AMD developed the 64-bit instruction set, so perhaps they could keep it.

I'm sure there would be plenty of lawfare, though.

Re: Qualcomm Approached Intel About a Takeover in Recent Days

#34

Post by wslh »

FDAiscooked wrote: post #2

Intel has been atrociously managed. If you invested $1 in Intel in 1998, your investment would still be worth $1. Less than that if you adjust for inflation.

Yes, think if you have invested in Bitcoin when it was announced on Slashdot. The problem with cherry picking dates is that we don't have a time machine yet.

Re: Qualcomm Approached Intel About a Takeover in Recent Days

#35

Post by seba_dos1 »

tazu wrote: post #25
SketchySeaBeast wrote: post #21

Earlier quoted context omitted.

If by worked you mean "the site isn't dead", yes. If you mean more "profitable", I don't think that's true, is it?

Setting aside the political reasons for less advertising revenue, it's still running and there are 200M DAU. Many ex-employees swore the servers would catch fire by now.

Judging by how unreliable it has been ever since, there's likely constant firefighting going on.

Re: Qualcomm Approached Intel About a Takeover in Recent Days

#37

Post by NAHWheatCracker »

high_na_euv wrote: post #23
synergy20 wrote: post #14

Intel is 1/3 of AMD by market cap but 6x the employee, that's 18x difference. If QCOM takes over INTC, they might need let a LOT go to revamp it, like 80% of them.

Intel has this many ppl because they are like AMD+TSMC 76k+26k=102k

AMD+TSMC revenue was almost $100 billion in 2023. Intel was $54 billion.

They shouldn't have 20k more people with half the revenue.

Re: Qualcomm Approached Intel About a Takeover in Recent Days

#38

Post by Dalewyn »

chasil wrote: post #33
Dalewyn wrote: post #20

Earlier quoted context omitted.

It's not happening though, an acquisition of Intel means the end of x86 due to cross-licensing terms between Intel and AMD which stipulate they all terminate upon either party being acquired. Granted, Qualcomm has interests in ARM so this might actually be what they want: Embrace, No Extending, Extinguish.

AMD developed the 64-bit instruction set, so perhaps they could keep it. I'm sure there would be plenty of lawfare, though.

Intel and AMD literally cannot manufacture x86 CPUs without the other, their cross-licensing and dependencies go both ways beyond amd64.

If Qualcomm somehow actually convinces Intel to sell, that means Intel is immediately out of business because all they (could) make are x86 CPUs. AMD would likewise become a zombie overnight with only their Radeon GPUs remaining on their catalog.

It's far more likely for AMD to come and bail Intel out if things really came to that.

What's embarassing about this is that Qualcomm could actually go and ask Intel if they're selling without it sounding like a complete joke. That signifies how far Intel has fallen, Qualcomm trolled Intel and actually got away with it.

Re: Qualcomm Approached Intel About a Takeover in Recent Days

#39

Post by Farfignoggen »

nickff wrote: post #5
meragrin_ wrote: post #4

Earlier quoted context omitted.

What about the dividend payouts?

Looks like they’ve been paying out healthy dividends for about ten years now https://www.nasdaq.com/market-activity/stocks/intc/dividend-... They also had a stock split in 2000, and I’m not sure the parent comment is accounting for that.

More than 10 years and that's why Intel's stock price fell so precipitously as Intel cancelled that dividend and Intel losing its dividend focused luster to dividends focused investors!

But the amount of Folks that comment on these Mergers & Acquisitions(M&A) sorts of articles and the US regulations regarding M&As and the main litmus test for rejection there being if that Acquisition will reduce the competitive landscape of Intended market players that compete in that market!

And So Qualcomm's Snapdragon X Elite and previous Windows on ARM Laptop/PC products are more direct competition to Intel's/AMD's Windows on x86 products! Linux on ARM as well, as Tuxedo Laptops(Linux OS Based OEM) is planning on releasing a Snapdragon X Elite Linux OS based laptop!

That and Intel only controls the IP surrounding the x86 32 bit/Earlier 16/8 bit parts of the x86 ISA while AMD's the IP owner of the x86 64 bit ISA extensions! But Intel and AMD have a cross licensing agreement between them for their respective parts of the x86 ISA IP rights and so Intel has no legal right to transfer AMD's x86 64 bit ISA extensions License to any third party and ditto for AMD and any of the 32 bit earlier parts of the x86 ISA that are Intel's IP.

Qualcomm or any other competitor in the CPU/dGPU market will not be able to get past the regulators easily and Nvidia can not acquire Intel because of Intel's Discrete GPU market presence where Intel's ARC/Later Discrete GPUs are a welcome 3rd player attempt at the low end to mainstream dGPU market place Competition against AMD and Nvidia!

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