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Episode 48: Qualcomm - Broadcom
Acquired
Is It a Good Deal for Broadcom?
Broadcom has made an aggressive bid for Qualcomm, which even though their revenue is declining is still a massive player in the space. So what does that translate to you for, you know, like a letter grade? Yeah, yeah, how we do on the show? Oh, that's what we do. Try to sweet talk my way out of that one. Gosh, I'm gonna go. It's hard to get jazzed up about Instagram or even the handset business with Google and Motorola. Do we think Apple and Google and Facebook just keep working to vertically integrate and start cutting out one piece of their offering at once until they're most commoditized and then gone?
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