Qualcomm $QCOM, NXP, Apple $AAPL, Trump & China: The Path Forward

$QCOM shares UP 5.2% since end of October 2017 (dividend 4.25%), in spite of the Broadcom bust by Trump
It's been a turbulent environment for Qualcomm (NASDAQ: QCOM) (domain: Qualcomm.com) and its shareholders, on various fronts:
And finally, in spite of Trump's national security concerns, it is clear Qualcomm has deep relationships with the government of China and Chinese companies such as Huawei, which Broadcom pointed out in the following infographic (pdf) filed with the Securities and Exchange Commission in Washington, DC:

Opinion and Analysis: what's the best path forward?

Apple (NASDAQ: AAPL), which has the cash, buys Qualcomm. No major Silicon Valley company has more credibility than Apple, with either the Trump administration or China, as US Treasury Secretary Steven Mnuchin will attest:
Yes, it would be a big step in vertical integration which Apple's major global competitors, including Samsung and Huawei, have been pursuing for some time. It would also provide a future profitable growth trajectory for Apple and its shareholders. Apple CEO Tim Cook, a global logistics and supply chain expert, could pull it off:
Apple's Tim Cook calls for calm on China, US trade: China Development Forum | cnbc.com Mar 24, 2018: "Apple CEO Tim Cook called for "calm heads" and more open trade amid rising fears of a trade war between the United States and China. "I'm cognizant that in both the U.S. and China, there have been cases where everyone hasn't benefited, where the benefit hasn't been balanced," Cook said. Cook was speaking at the annual China Development Forum in Beijing."

-- John Poole, editor, DomainMondo.com (Disclosure: I own no shares in any of the companies mentioned in this post and no plans to initiate any positions within the next 72 hours.)

feedback & comments via twitter @DomainMondo


Domain Mondo archive