This had to happen after Brexit.
Masayoshi Son seems to be a good person, he says he wants maintain ARM’s independence while he’d like to improve ARM, but I worry if SoftBank has enough cash and future prospects to be able to sustain accelerated growth. Masayoshi Son is Japan’s richest man, but is that enough? How many Billions of dollars can SoftBank spend on accelerating ARM’s growth? Must ARM rely on the Japanese economy and on Alibaba’s stock price going forward?
While I have always been one of the biggest Google fanboys, yet I have also been very disappointed when Google doesn’t invest its cash where I think it’s needed. Hardware. I wish Google’s Alphabet would make a counter-offer, it could be at $45 Billion or so. Alphabet can afford it with their $75 Billion in cash on hand. Then ARM can be the A in Google’s Alphabet. I believe Alphabet would have enough cash and prospects for growth to fund ARM’s required accelerated growth.
The future of Technology has ARM at its core. Everything in the world needs to use ARM. It’s very important how the company is managed and how it is owned. I do wish to see technological developments surrounding ARM for it to get the proper backing in terms of cash. If SoftBank can have that type of cash and the desire to make it happen, that can be good. But I believe Alphabet has that kind of cash, I just wonder if they have the desire.
Alphabet should offer $45 Billion for ARM with all the same conditions as SoftBank. Larry Page, Sergey Brin, get to it.
One thing’s for sure. Europeans will loose control over the last remaining hope for global technological leadership. Thank you Brexit.
