The Smartphone 2.0 era has destroyed many companies: Nokia, Blackberry, Palm… Will Intel be another victim, either as a result of the proposed Broadcom-Qualcomm combination, or as a consequence of a suicidal defense move?

In November 2017, Broadcom (revenue $17.6B, market cap $104B) announced its intent to acquire Qualcomm (revenue $22.9B, market cap $93B). Simplifying for today’s purposes, these two companies make a…

The Smartphone 2.0 era has destroyed many companies: Nokia, Blackberry, Palm… Will Intel be another victim, either as a result of the proposed Broadcom-Qualcomm combination, or as a consequence of a suicidal defense move?

In November 2017, Broadcom (revenue $17.6B, market cap $104B) announced its intent to acquire Qualcomm (revenue $22.9B, market cap $93B). Simplifying for today’s purposes, these two companies make a…