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To: slacker711 who wrote (138414)10/6/2017 8:40:56 AM
From: slacker711
1 Recommendation   of 140891
 

Qualcomm's presentation on Centriq at the Linley conference.

Any CPU experts want to comment on Qualcomm's competitiveness?

qualcomm.com

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To: slacker711 who wrote (138414)10/6/2017 8:52:51 AM
From: JeffreyHF
1 Recommendation   of 140891
 
With commercial product shipping by calendar year end, that begs the question, to whom?

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To: JeffreyHF who wrote (138416)10/6/2017 9:13:17 AM
From: slacker711
3 Recommendations   of 140891
 
Microsoft seems like the logical candidate to be the first customer.

qualcomm.com

QDT has been working with Microsoft for several years on ARM-based server enablement and has onsite engineering at Microsoft to collaboratively optimize a version of Windows Server, for Microsoft’s internal use in its data centers, on Qualcomm Centriq 2400-based systems. QDT’s OCP submission is the result of a multi-faceted, multi-level engagement between the two companies to facilitate ARM adoption into the data center. It encompasses multiple areas of hardware and software including board development, firmware, operating system, compilers and tools, and CoreCLR.

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From: JeffreyHF10/6/2017 9:27:51 AM
8 Recommendations   of 140891
 
NXP and Qualcomm have "submitted commitments" to the EU on 10/5/17. The EU Competition website has been updated to reflect that. This seems to suggest that a process of discussion has been moving forward during the suspension, and that we may be reaching an agreement with the EU, if the EU accepts those commitments. My assumption is that through discussions with the EU since 8/17, the submitted commitments are designed to satisfy the expressed concerns of the competition authority.

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To: JeffreyHF who wrote (138418)10/6/2017 9:29:18 AM
From: qbull
3 Recommendations   of 140891
 
Notification on:28.04.2017
Provisional deadline:
Commitments submitted in N/2 on 05.10.2017
Deadline suspended under Article 11(3) [date may differ from the Article 11(3) decision date] from 17.08.2017
Deadline suspension under Article 11(3) ended on 16.08.2017
Deadline suspended under Article 11(3) [date may differ from the Article 11(3) decision date] from 28.06.2017
Prior publication in Official Journal: C143 Of 06.05.2017
Concerns economic activity (NACE): C.26.3 - Manufacture of communication equipment
C.26.11 - Manufacture of electronic components
J.62.09 - Other information technology and computer service activities
Regulation:Council Regulation 139/2004
Decision(s):09.06.2017: Art. 6(1)(c)
C197 Of 21.06.2017
Press Release: IP/17/1592

Relation with other case(s):(none)
Other case related information(s):Section 1.2 of Form CO:
en (28.04.2017) published on 03.05.2017
Related link(s):

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To: qbull who wrote (138419)10/6/2017 9:43:16 AM
From: JeffreyHF
2 Recommendations   of 140891
 
NXPI is reacting by now trading at a new high, around $114.25. That suggests the arbs see this submission as a deal "positive", that will allow approvals and price renegotiation upwards. Given the soaring SOX since the deal was announced, and Paul Singer's activism (Elliott), I expect the ultimate price to be $120-125/share.

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From: JeffreyHF10/6/2017 10:29:52 AM
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NXP will report earnings on 10/25. Due to the pending acquisition by Qualcomm, they will not hold a conference call, nor provide forward guidance.

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From: slacker71110/6/2017 11:21:20 AM
9 Recommendations   of 140891
 


After the very open and odd discussion of the Qualcomm-Apple litigation with Bloomberg, Bruce Sewell is out as Apple's General Counsel.

businesswire.com

Maybe he felt free to give that interview because he was leaving, but the entire interview seemed way more open than you usually see from Apple.

Slacker

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To: slacker711 who wrote (138422)10/6/2017 11:37:05 AM
From: Jeff Vayda
4 Recommendations   of 140891
 
Hmmmm....high stakes poker.....I'll raise you an 'Aberle'.... I call with a 'Sewell'. Two team members forced to fall on their swords? One can only hope. Perhaps they both leave on black helicopters? :-)

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To: Jeff Vayda who wrote (138423)10/6/2017 11:43:13 AM
From: hedgefund
   of 140891
 
you may be on to something...Hf

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