With AVGO at least temporarily out, and stock dropping, and investors confidence in Q nonexistent, who will take over?
Will Intel or Apple wait and see if NXP goes through, taking Qualcomm's free cash out of the picture, out will the try to get in quickly?
If either one does take Q, it will be a bloodbath. Modem is likely all that would survive in some form, everyone else would be dropped or divested..