I would dearly love for the industry sh1tstorm that would happen if Huawei would buy ARM (please!)
Would like to see Donny try to ban a Huawei ARM, or order Google to only supply to hot slow Intel Atom mobiles, with everyone of the asian makers walking away from the US market, while the world switches to an OSS Android fork.
Although I still for the life of me can't understand why Miyoshi son is holding on to wework and selling ARM.
Yep - I was always told, keep your dividend-paying winners, sell your losers.
Wework is definitely a loser, ARM is a winner - its completely upside down. If he wants cash, he should sell his trash. And avoid future losses by not buying trash in the first place.
Rather Alibaba and Yahoo Japan are Softbank's dividend-payers. ARM has proven nothing more than a bargaining chip to kickstart the vision fund and now a crunch zone to keep the group liquid. ARM's valuation has barely moved despite the continued dominance of the platform.
Selling ARM lets Softbank keep WeWork living for a couple more years, enough time to bring the non-japan markets into cashflow positive status. Japan by some miricle was cash flow position from the start, he must think the model can work overseas.
That would never happen. Huawei has made their own bed by consorting and being inextricably tied to the Chinese Communist Party, they deserve everything they're getting, while on a personal level I despise Trump, I don't mind that he's sticking it to China on privacy and industrial imbalances between the USA and China, while also stating the obvious that it's bad to use Chinese state controlled hardware at the heart of your communications systems
Although I still for the life of me can't understand why Miyoshi son is holding on to wework and selling ARM.