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Clearwire Corporation (CLWRD) Message Board

  • hello_there_albert hello_there_albert Oct 13, 2010 11:39 AM Flag

    Broadcom to acquire Beceem for $316 mln

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    • I LOVE Broadcom, but I can't see any strategic reason for this acquisition - although it was CHEAP! I really don't believe there's much of a market for a chip that can do on-board discrimination and switching between WiMax and LTE 4G protocols. WiMax is dead in the United States and very possibly in the overseas markets it's attempting to penetrate as well. Outside China, Japan, Singapore, and Taiwan, however, all wireless markets need to grow a great deal and incomes need to rise significantly before anyone will see a ROI on a 4G implementation! Compelling argument: will there ever be a need OR demand for a 4G offering when ALL service is prepay and an average low-end phone costs a month's wages?

      In short, I suspect this odd acquisition is simply a way to put a competitor out of business - nothing more.

      • 1 Reply to reglreg
      • You can't see it because you have not studied it, understand it, or from what you have posted, know how to think so well.

        You make statements as if they were facts while in reality they are not even half-baked... they are mushy batter still not even stirred properly... and you want to bake cakes (investments)?

        IF you had been following Broadcom to a fair degree you would know what business they are in and how they have been developing technology, doing acquisitions, and entering adjacent wireless and networking market segments.

        10 years ago, before WiMAX, before Intel got into it, before even the prospects for LTE development, I put together a list of companies that might be targets for involvement in the new thing we are calling '4G' or 'ICT'. On the list I had Intel as number 1 because they were open to new the technology and market approach, TI, Broadcom, and a couple others. I had thought Broadcom might jump in early but they changed strategies during the down turn in ICs in 2001-2002, pursuing instead WiFi, graphics and their networking developments. However, they have been gaining a position in MIMO, power management IP, mobile processors and other areas that go into mobile devices... also in their legal and trade action battles. That made it more likely over time that they would fulfill the long term expectation to step into the NG wireless WAN SoC space.

        Beceem was the perfect target.. similar culture, ease of location, and the right mix of technologies and some IPR.

        Go back to kiddygarten monsieur.

 

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