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Avago, Broadcom Combo Praised

Deal would create $13B mobile/cloud giant
5/28/2015 00:30 AM EDT
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rick merritt
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Re: Follow up
rick merritt   5/29/2015 10:07:44 AM
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@truekop: Yes, I think the two companies will try to find ways they can sell mini modules and chip stacks of RF/analog/SoC components that add value, increase content and push out competitors.

Neo10
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Neo10   5/29/2015 12:31:40 AM
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With companies of this szie and breadth find some synergies is not difficult but what one should be asking is, do they really want that synergy to move forward?

And for some asking about layoffs, nobody gives a rats ass to layoffs it's all about balance sheet.

truekop
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Re: Follow up
truekop   5/28/2015 9:50:13 PM
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Rick from your view will Avago's uwave and mmwave parts combine well with brcm's soc to provide a full solution from the antena to baseband....I think it is in a place like this they can synergize....other than that i feel BRCM would have been better off merging with a specialized analog/rf company.

docdivakar
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More Layoffs?
docdivakar   5/28/2015 5:43:05 PM
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Avago is definitely one company to watch as it stakes its position stronger by the day. With Broadcom acquisition, I do see some overlaps in technology and products that Avago already has with Emulex acquisition. Isn't this likely to lead to more layoffs?

MP Divakar

rick merritt
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Follow up
rick merritt   5/28/2015 1:46:25 PM
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So the deal has happened.

http://investors.avagotech.com/phoenix.zhtml?c=203541&p=irol-newsArticle&ID=2053937

I am digesting the conference call now and will post a follow up shortly.

Meanwhile, I'd love to hear people's thoughts on the deal.

rick merritt
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Re: Broadcom Baseband?
rick merritt   5/28/2015 1:27:00 PM
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@Scudrunner: Gpood point. They are out of cellular baseband, and I assume Will was referring to WiFi/BT

Scudrunner
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Broadcom Baseband?
Scudrunner   5/28/2015 11:36:19 AM
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Um, I think you might find tha Broadcom got out of the baseband business.

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