Why is ARM weak?
Answer = Broadcom, an ARM licensee was down 20% yesterday. Our comment: (read more/comments)
View ArticleAVGO/BRCM: where’s the synergies?
First, Avago has a history of successful execution as ‘roll-up’ king. Buy in assets, then package up the non-core to sell on for a nice return. So suggestion today that there is NO overlap in the...
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