During a weekend of continuous recurring events, while accompanying a group of women and inspecting various giants, Simon also paid special attention to the operating conditions of a company.

Scouber.

DVDs have shown rapid rise at present. The Western market basically tends to replace video recorders. VCDs seem to be still prosperous in the Asian market, but this year it is already the highest point of the industry. It will inevitably decline in the future and the speed will be very fast.

As the largest supplier of technologies such as VCD video decoding chips and machine solutions, Scooper was a hit in the Asian market in the past few years, but he had to face very serious transformation problems.

First of all, the video decoding chip.

DVD video decoding chips, due to insufficient patent accumulation, if it were once, Scooper had no choice but to get out.

However, with the intervention of the Westeros system, it used Daenerys's advantages in content to exchange certain interests with major manufacturers who have mastered various DVD patents. In addition, the OEM manufacturers and broad market in China, Scooper still occupied a place.

But he just stood firm.

The biggest profit this time will only be DVD patent alliance manufacturers such as Panasonic, Hitachi, and Toshiba.

However, Scooper has actually achieved certain success in the transformation.

In the past 1996, the peak of the first wave of technology stock bull market, and it was also the most glorious stage of Scooper's VCD sales in the Asian market. The company began to deploy transformation. Not only did it move into the research and development of chip products of WIFI and Bluetooth under Simon's arrangement, but it also quietly acquired some wireless communication technology companies.

One of them is called Broadcom.

Later, people only knew Qualcomm, but in fact, it was also a wireless communication technology product supplier. Broadcom was completely in line with Qualcomm in related fields. Later, Qualcomm once hoped to acquire Broadcom in order to further monopolize wireless communication technology.

This is a later story.

In short, Scouber's transformation was very successful.

At present, Scooper has not only become the world's top new WIFI and Bluetooth film manufacturer, but also supplies chips to manufacturers such as Tinkobaier, IBM, and HP, but also has become a supplier of wireless communications or cable TV-related chip products for technology giants such as Nokia and American Online.

Because of this successful transformation, coupled with the fact that the original VCD and emerging DVD video decoding chip related businesses are still stable, Scooper's stock price has recovered rapidly in the past two years and has risen steadily. As of the recent trading days, the market value of this company, which is also in the ranks of new technologies, has reached US$38.7 billion.

In comparison, another wireless communication technology company that Simon has always been paying great attention to, Qualcomm, had a market value of only US$27.6 billion last Friday.

This is why Simon pays attention to Scooper.

Since Qualcomm once tried to acquire Broadcom, Broadcom is now part of Scooper, and Scooper's market value is higher than that of Qualcomm. Can you follow the trend and make a reverse acquisition?

This is actually a question that Simon began to consider very early on.

Should we win Qualcomm in full, or which company will take Qualcomm for digestion?

Simon had already invested in Qualcomm very early and later gained money many times. According to recent data, Westeros has a shareholding ratio of 32.7% in Qualcomm, not including the holdings of Black Rock Asset Management Company, a subsidiary of Cersei Capital, and other related capitals.

Therefore, in the new technology market, Qualcomm has always been among the Westeros concept stocks.

Furthermore, standing in Simon's current position, both of them are actually very dissatisfied with the current Qualcomm and the Qualcomm that I remember.

Another company on the other side of the ocean can start from scratch to make switches, routers, chips, mobile phones and even eventually become the leader in 5G technology when it is poor and empty. If the other party goes public, it will definitely become a giant in the technology market.

However, Qualcomm has been around for decades, but Qualcomm is still Qualcomm.

To put it bluntly, Qualcomm's business model is patent authorization, which adheres to the Western open business philosophy, and at most it can be used to make mobile phone chips.

Actually not.

Qualcomm has also tried to make communication devices and mobile terminals, but all failed.

Failed.

So we can only use the gimmick of opening up to block the road by placing the patents accumulated in advance.

This kind of capital is not short of technology, because its country is strong enough and there is no competitor that dares to sanction a company in the name of national security. To achieve this, in the end, they can only think about increasing market share through further acquisitions and further monopoly. How can it be satisfactory?

Actually, there is another one, Cisco.

And Nokia.

Moreover, Simon also discovered the crux of it.

These companies all took advantage of the times because of some outstanding professional manager. Cisco was John Chambers, Nokia was Yoma Olia, and Qualcomm was simply the Jacob family's son to inherit his father's business.

However, the agents who created glory eventually became old kings who held power but did not have enough enterprising spirit. So they stagnated one by one, and even collapsed like Nokia.

Simon first reflected on this.

Of course Simon knew that people are lazy and hard work is contrary to human nature.

However, it just so happens that he has higher power than those professional managers and has not lost his ambition to make progress. Therefore, at the right time, even if it causes criticism, Simon will let some people step down if they should step down.

If you are unwilling to step down with a decent step, then force them to step down with a decent step down with a decent step.

In short, since Scooper’s team did a good job, Simon wanted Scooper to take Qualcomm down.

This weekend just past, after communicating with Scooper's team, Simon, who had been hesitating, also made the final decision.

After all, this is also the last chance.

One of the reasons why Qualcomm's current market value is not as good as SGP is that the business potential contained in the third-generation communication technology patents owned by this company have not yet been fully realized.

However, it will be played out soon.

Because Simon is about to push Verizon to update and upgrade the mobile communication network as soon as possible and move towards 3G.

In the United States, the update and iteration of communication technology was very slow. In fact, there is only one reason, it is too expensive. The older generation of technologies can still be used and can generate good profits. Why do you need to spend huge amounts of money to update the next generation? Isn’t that thankless?

This is actually a common phenomenon in the West after entering the new century.

So much so that when China entered the 4G era and the fiber optic era, some Western countries were still using 3G and using telephone dialing to access the Internet.

It is either without technology or the profit-seeking nature of capital.

Is the choice made by capital based on its nature the right one?

Simon cannot give a perfect argument.

However, Simon knew that taking the United States as an example, one of the major reasons why the United States was able to get out of the Great Depression in the 1930s was extensive large-scale infrastructure. After World War II, the US economy once again developed rapidly, relying on large-scale infrastructure such as the United States' national highway network.

Going forward a little further, the reason why humans can enter industrial society from farming society and connect large infrastructure of railway networks across all continents is definitely one of the fundamentals.

Even if you go a little further, a certain Grand Canal can be considered a large infrastructure.

If there is no dragon boat work in the Water Palace, Yu will not make much contribution to it.

What is the most fundamental theory of infrastructure driving social progress? It is very simple: to improve productivity and improve productivity.

productive forces!

In the information age, in addition to traditional infrastructure, high-speed broadband, wireless communication, large data centers, etc., it is also infrastructure.

Infrastructure in the new era.

Having identified this, no matter how other capital chooses, Simon will not allow Verizon in the Westeros system, and American Online companies refuse to update the technology for short-term capital interests.

Therefore, Simon's requirement is that Verizon must complete the technical iteration of 2G to 3G within the next two years.

As for 2.5G or something, forget it.

This means that once the technology upgrade begins, it is inevitable that other communication manufacturers will be forced to follow and carry out technology upgrades. At that time, the value of the 3G technology patents held by Qualcomm will increase rapidly.

By taking down this company in advance, Simon can not only avoid more variables, but also change Qualcomm's previous development trajectory.

After all, the second most important thing is basically to be able to block the road with patent barriers. It is a little better. Not only can you make a mobile phone chip, or at least, if the communication base station cannot be used, it will waste such a deep barrier-level technology accumulation. In addition, future 4G and 5G can also be more deeply deployed.

In short, since the foundation that should be established has been established, Simon feels that at least it will not be worse in the future.

When things were finalized, when Simon left the Bay Area on Monday morning of the new week, Scooper also began to organize a special team, and contacted Westeros and Cersei Capital to assist in launching the annexation plan for Qualcomm.

Simon didn't think it would be too difficult.

According to the proportion of shares held by Westeros, it is already Qualcomm's largest shareholder, far more than the original co-founders. When Scooper initiated a acquisition from Qualcomm, Westeros will naturally use its own voting rights to cooperate.

Even if Qualcomm does not agree, it is nothing more than a forced malicious acquisition.
Chapter completed!