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#4682967 - 03/03/18 07:05 AM What's Real Scoop on Broadcom > Qualcomm Buyout?
LoneRanger Offline


Registered: 07/02/07
Posts: 4058
Loc: Midwest USA
There is a lot of news circulating about Tuesday shareholder vote of Qualcomm on letting broadcom buy them out or whatever. Apparently Qualcomm is developing 5G technology that will be strategically vital to US military ops. Broadcom is apparently beholden in some aspect to government of China, and the hand wringing is that the deal is sweet in the short term for Qualcomm shareholders and thus they will vote it forward on Tuesday but some are calling for The Committee on Foreign Investment in the United States to block the merger. Others are calling that line of thinking Protectionism. I can't sort the truth out of the pro-shareholder pro short term profit leaning articles versus the articles urging caution and risk to national security.

The risk to nat'l sec is supposedly because if Broadcom gets control of Qualcomm they will kill Qual's strong progress toward being first out with 5G wireless in favor of letting Chinese government's company Huawei Technologies develop it... if not doing an outright raid on Qualcomm's research and milestones and transferring same directly to Huawei Technologies.

Someone neutral please sort this situation so I know whether or not to wring my hands too and whether or not to begin learning to speak Mandarin Chinese as a 2nd language ... smile
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#4682982 - 03/03/18 07:26 AM Re: What's Real Scoop on Broadcom > Qualcomm Buyout? [Re: LoneRanger]
Vern_in_IL Offline


Registered: 06/25/14
Posts: 1884
Loc: IL
President Trump heralded the company's announcement that it would change its domicile to the U.S. by early May, however. If Broadcom does move to the U.S. the issues that CFIUS would review are theoretically moot.
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#4682998 - 03/03/18 07:59 AM Re: What's Real Scoop on Broadcom > Qualcomm Buyout? [Re: LoneRanger]
JHZR2 Offline



Registered: 12/14/02
Posts: 41779
Loc: New Jersey
Don't believe commercial positioning for rolling out technology is salient to ITAR. I can see battlefield comms being critical, but the onus is on DoS to make a ruling as I recall; these are State matters, not Defense.

There are a number of technologies I can think of, that were bought out by the Chinese and subsequently not available. DoS did not stop it.

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#4683044 - 03/03/18 08:58 AM Re: What's Real Scoop on Broadcom > Qualcomm Buyout? [Re: LoneRanger]
AntsinmyEyes Offline


Registered: 08/09/15
Posts: 199
Loc: Colorado
Broadcom is not a Chinese company, nor is it beholden to the Chinese government.
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#4683188 - 03/03/18 12:19 PM Re: What's Real Scoop on Broadcom > Qualcomm Buyout? [Re: LoneRanger]
Quattro Pete Offline


Registered: 10/30/02
Posts: 35856
Loc: Great Lakes
Originally Posted By: LoneRanger
Broadcom is apparently beholden in some aspect to government of China,
Where is the Chinese connection? I am not seeing it.
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#4683222 - 03/03/18 01:09 PM Re: What's Real Scoop on Broadcom > Qualcomm Buyout? [Re: Quattro Pete]
LoneRanger Offline


Registered: 07/02/07
Posts: 4058
Loc: Midwest USA
Originally Posted By: Quattro Pete
Where is the Chinese connection? I am not seeing it.


One of the articles I'd read alluded to it. That's why I was seeking a neutral clarification from anyone who might know the scoop.
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#4683296 - 03/03/18 03:18 PM Re: What's Real Scoop on Broadcom > Qualcomm Buyout? [Re: LoneRanger]
Quattro Pete Offline


Registered: 10/30/02
Posts: 35856
Loc: Great Lakes
Originally Posted By: LoneRanger
Originally Posted By: Quattro Pete
Where is the Chinese connection? I am not seeing it.


One of the articles I'd read alluded to it. That's why I was seeking a neutral clarification from anyone who might know the scoop.
Maybe post a link to it so that we can all weigh in.
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#4684147 - 03/04/18 01:56 PM Re: What's Real Scoop on Broadcom > Qualcomm Buyout? [Re: Quattro Pete]
LoneRanger Offline


Registered: 07/02/07
Posts: 4058
Loc: Midwest USA
Originally Posted By: Quattro Pete
Maybe post a link to it so that we can all weigh in.

[/quote]

http://www.foxnews.com/opinion/2018/03/0...l-security.html
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#4685778 - 03/05/18 10:31 PM Re: What's Real Scoop on Broadcom > Qualcomm Buyout? [Re: LoneRanger]
Nick R Offline


Registered: 07/14/09
Posts: 11184
Loc: Albany, NY
Edit: Ok so first of all, I'd definitely advise against believing Fox News when it comes to anything technology related as I'm pretty sure they don't have anyone on staff who knows a CPU from RAM.. Secondly, the problem here seems to have nothing to do with Broadcom and China, insomuch as they think Broadcom will cut Qualcomm R&D into new technologies which could impact national security. Maybe, in theory.

Edit Edit: Please, please ignore the comments section on that article, as there is a complete and utter lack of understanding, and a lot of people are making the same mistake, assuming that Broadcom = Huawei = Chinese Government, which is not the case. Broadcom is a separate company, headquartered in Singapore, not China. The article is really poorly, misleadingly written to make that assumption easy, despite being categorically false.


Edited by Nick R (03/05/18 10:38 PM)
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#4685791 - 03/05/18 10:47 PM Re: What's Real Scoop on Broadcom > Qualcomm Buyout? [Re: LoneRanger]
Quattro Pete Offline


Registered: 10/30/02
Posts: 35856
Loc: Great Lakes

Honestly, I am not seeing how you can conclude from this piece that Broadcom is "beholden in some aspect to government of China." Broadcom is Singapore based.

I think the author of that news piece is stipulating that China might indirectly gain from this transaction only because he thinks Qualcomm may no longer be able to compete. This is very speculative, IMO.
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#4685796 - 03/05/18 10:58 PM Re: What's Real Scoop on Broadcom > Qualcomm Buyout? [Re: LoneRanger]
JohnnyJohnson Offline


Registered: 10/22/09
Posts: 2740
Loc: Wet side WA
Most companies these days are beholden to who's waving the big bucks under their nose!
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#4685983 - 03/06/18 07:55 AM Re: What's Real Scoop on Broadcom > Qualcomm Buyout? [Re: Nick R]
pandus13 Offline


Registered: 08/12/11
Posts: 3190
Loc: Chicago,IL,USA
Originally Posted By: Nick R
Edit: Ok so first of all, I'd definitely advise against believing Fox News when it comes to anything technology related as I'm pretty sure they don't have anyone on staff who knows a CPU from RAM.. Secondly, the problem here seems to have nothing to do with Broadcom and China, insomuch as they think Broadcom will cut Qualcomm R&D into new technologies which could impact national security. Maybe, in theory.

Edit Edit: Please, please ignore the comments section on that article, as there is a complete and utter lack of understanding, and a lot of people are making the same mistake, assuming that Broadcom = Huawei = Chinese Government, which is not the case. Broadcom is a separate company, headquartered in Singapore, not China. The article is really poorly, misleadingly written to make that assumption easy, despite being categorically false.


[off-topic]
Nick, my, you really grow up!
Proud of you!!!
[/off-topic]
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#4686972 - 03/06/18 10:59 PM Re: What's Real Scoop on Broadcom > Qualcomm Buyout? [Re: LoneRanger]
nthach Offline


Registered: 01/02/04
Posts: 3895
Loc: California
Politics. But also, Apple. They are one of Broadcom's biggest, if not the biggest customer. Almost all Macs and iDevices use Broadcom wifi radios, touchscreen controllers and Bluetooth chipsets.

Broadcom also supplies a lot of the SOCs used in cable and xDSL/fiber gateways, as well as the ones used in cable boxes.


Edited by nthach (03/06/18 11:04 PM)

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#4687201 - 03/07/18 08:39 AM Re: What's Real Scoop on Broadcom > Qualcomm Buyout? [Re: Quattro Pete]
alarmguy Offline


Registered: 07/10/12
Posts: 2148
Loc: South Carolina
Originally Posted By: Quattro Pete

Honestly, I am not seeing how you can conclude from this piece that Broadcom is "beholden in some aspect to government of China." Broadcom is Singapore based.

I think the author of that news piece is stipulating that China might indirectly gain from this transaction only because he thinks Qualcomm may no longer be able to compete. This is very speculative, IMO.


Hmmm ... I think, at least my take on this, minus the "hysteria" in the way the article is written is this ...

Bottom line is the United States will lose a MAJOR company that and I quote:

"world leader in 3G and next-generation mobile technologies. Qualcomm ideas and inventions have driven the evolution of digital communications, linking people everywhere more closely to information, entertainment and each other."

That sounds pretty important to me, since even the next generation of military communications will have some 5G aspect in it.
To lose this company to another country possibly can affect our nation security whether they are friend or foe.

Singapore is a friend yes and English is taught in their schools,, but lets not think it is the United States of America. The same party has been in power since 1959, ummm ... we can say they dont exactly have Freedom of the Press as we know it.
But forget all that, I think and I stress the word THINK. That this might be more about losing a huge global technology company, one that we rely on, to the rest of the world and to a USA friendly country but also to a China friendly country.

IT would not be outside the realm of thinking, once in Singapore China could then buy up the company that just bought Qualcomm, more or less, once outside our borders we lose control of what seems important to the US military.

We lose control of this company that seems to figure in deeply as to national security communications systems and what we do not know is if there is USA company that can replace it.


Edited by alarmguy (03/07/18 08:48 AM)
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#4693462 - 03/13/18 01:10 PM Re: What's Real Scoop on Broadcom > Qualcomm Buyout? [Re: LoneRanger]
Quattro Pete Offline


Registered: 10/30/02
Posts: 35856
Loc: Great Lakes
Blocked.
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