No idea who might be infringing on what, but I'm quite sure Qualcomm's lawyers would quickly figure out which companies they'll put the squeeze on. Or just throw spaghetti against the wall and see what sticks. AMD, Apple (think Rosetta), TSMC, cloud providers, etc.
ex. https://finance.yahoo.com/news/amd-laptop-oems-decry-poor-16...
Granted, Qualcomm has interests in ARM so this might actually be what they want: Embrace, No Extending, Extinguish.
I believe Intel's licenses to AMD's IP would terminate, but not the other way around.
I'm sure there would be plenty of lawfare, though.
76k+26k=102k
They shouldn't have 20k more people with half the revenue.
It could survive for years in maintenance mode as long as people continue using it.
Qualcomm currently has close to zero Server revenue. And they have already failed twice to enter that market. Intel on the other hand has plenty of expertise and network. Potential synergy with GPU for a top to bottom mobile to datacenter GPU design. There isn't a single GPU vendor who does that currently. Qualcomm also has the expertise in both Digital and Analog custom chip design which is extremely useful for telling the Intel Fabs what they need to work and deliver on.
Qualcomm is probably the top 5 most hated company on HN. This skewed most opinions, but they were also the number 1 spot on spending R&D to revenue ratio in the tech sector for many years.
I would have been 100% supportive of the move if Steve Mollenkopf was still the CEO or at least Chairman of Qualcomm. But I guess he will now be very busy at Boeing. Not so sure about current CEO Cristiano Amon if he could lead the new Qualcomm + Intel.
It's not like Qualcomm has been the most innovative company ever, they make ARM/Cortex based chips (which is almost a commodity) and control the baseband/modem market because of their patents, so unlike Intel the have basically no competition.
If you invested $1 in Intel in 1998, your investment would still be worth $1. Less than that if you adjust for inflation.
If you bought one shared near the end of 1998, you would have paid around $30. That share would be worth around $22 now. So, you would have gained around $9 not accounting for reinvestment of dividends.
Not a good return on investment, in comparison, but you picked 1998 in the middle of the dot com boom. If you picked the end of 1995, you'd have paid $7 and have around $40 today, which isn't too much worse of a return than the S&P 500.
This isn't to say Intel hasn't been poorly managed, by the way.
If you bought $10,000 of INTC in Sept 19th, 1998 and held it to today the stock would be worth $17,000 and you would've collected almost $12,000 in dividends.
That's still crap. The only way you'd be in decent shape is if you took the dividends and invested those in any of INTC's competitors.
AMD starting to execute properly only made their headaches that much worse, but they had been far too fat for too long.
And had they stuck with XScale it I don't think it would be surprising if they ended up in Qualcomm's current position (default high-end ARM CPU maker). Yet they consciously decided to throw it all away..
If you didn't reinvest the dividends you'd be ahead, though. Which is kind of ironic - but you'd have taken out a fair bit of money from 2016-2022 when the price was high.
They also had a stock split in 2000, and I’m not sure the parent comment is accounting for that.
