Like Motorola ?!
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80% chance of split in 2016
Announced in 2016 - 50/50. Executed in 2016 - 20/80...
Very high and not good for either entity. How do you develop cutting edge intellectual property if you are divorced from engineering. Chip group will have to compete with companies that have been competing in a Darwinian cost conscious environment. Also many countries favor their national or domestic industries and companies. Hard to beat Mediatek in Asia, Samsung in Korea and so on. They are working really hard to shed the yoke and reliance on the Q
JANA lost money since they got SM to pivot the company. They now want SM to jiggle it, then cracked it into two.
75/25 we are almost there. Another big exec exodus and that's the first step towards a split.
Short answer: Depends on whether layoffs result in a high enough "bump" in stock price to mollify JANA.
50/50 I would say, but many of us that survived this time may not be around next time to experience it.
Certain top executives awarded 50+million front load bonus right before this. What brings the next rip off? A Split. What's boring and hard work? Fixing what they broke.
To me, when they split up, that is the end of it, because they won't be able to compete effectively, and therefore would be bought out eventually.
Very high!