Sad to see such a good company be brought down but it had to happen. Stock performance has been dismal. Management & BOD did nothing. Shareholder dissatisfaction will drive this sale. Qualcomm management has finally understood the shareholders concerns. Good-bye Qualcomm. Hello Broadcom.
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Why activists? You've been reading too may NXP news articles.
It's their job to deliver value to stockholders, though they generally focus on those with the most skin in the game - the IIs
I dont think anyone thinks about shareholder. Activist investors, that's a different thing.