Broadcom (NASDAQ:BRCM)
shareholders have generally given more thought to the risk that
management would resume its acquisitive ways and fritter away value than
the notion that Broadcom itself would be an M&A target. Considering
that Broadcom is the fifth-largest publicly-traded chip company and the
founders own sizable stakes, I don't believe a takeover was really on
the radar as a probable event.
Now that's all moot. I had speculated that Avago (NASDAQ:AVGO)
would return to M&A soon, but I hadn't expected a bid for Broadcom.
That's what has happened, though, and so now it is time for this
Broadcom shareholder to start figuring out if it is time to cash in what
has been a good call/investment, or whether the combined entity has
enough promise to merit taking and holding the shares of the new Avago.
Read the full article here:
Broadcom - Should I Stay Or Should I Go Now?
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