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Cake day: July 31st, 2023

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  • It won’t, the market share is generally complementary, not competitive, the sectors tend to be different (more or less until recently).

    Mostly, if people are really scared into might fold (unlikely, but we don’t know everything) then the ftc will roll out the red carpet for a player like Intel.

    Doubt it will happen, qcomm is too smart, but it’s not unthinkable, and it would give qcomm domination over US cpus, save hyperscalers.

    It only happens if people are truly terrified.








  • Hello.

    As someone who’s in the space and has been around Qcomm and their deals before.

    It won’t happen.

    They will flirt like you can’t imagine, they will propose, make offers, etc.

    But closing the deal? No.

    They are very smart, and Intel is too big for them to dismantle and exploit with value.

    Their interest is not in Intel belonging to them, but in a large, Intel shaped hole in the market that they can attack, and their discussions are more likely about Intel’s roadmaps so they can understand how they could best exploit Intel’s fall.

    They are unlikely to even hire some of Intel’s spoils, maybe a few strategic VPs, but… they’re just smart and ruthless and Intel is the dregs and bloated nowl.

    The only way they’d do it is if the government sweetened it such that Intel was basically free, and they could fire as many as they want in a reasonable period, basically letting them own Intel without any cost at all. That is possible depending on how desperate the government is to prevent their fall, but I don’t think anyone can make the right promises in time.