What happens to all those RSUs when Apple dumps Broadcom and makes its own chips? It will be worth a lot less. More Layoffs? I’ve decided to walk away but still contemplating holding on to some shares in the near term. Not so sure about its actual worth without Apple.
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There were more effective ways for AVGO to diversify into software, rather than to acquire VMware. I anticipate that once all the severance cost write-downs are reported on their balance sheet, Wall Street analysts and investors will realize that this was a mistake.
I think that's actually the reason AVGO is diversifying into software.
If it happens, it would heavily impact one of the 20+ business units, which also has the most cyclical variability. All the rest would generally be unaffected.
AVGO stock is heavily reliant on an aging CEO and a client who’s threatening to make their own chips….
Multi year is only 3 years so that is about only 2 something years away…
Apple is not reselling chips so patents don’t mean much especially if they develop something with differentiation. It will happen one day.
Apple doesn’t make their own chips. The design them but use others, like TSMC, to make them. Also, Apple just did a multi-year, multi-billion dollar deal for chips from Broadcom.
So IF Apple does that, it won’t happen for years.
Apple will find this difficult in many areas due to AVGO patents.
Always talk but only used as leverage by Apple.
The fundamentals are weak without its biggest customer. They need a few more hostile takeovers to replace the loss of Apple
Nothing really happens… AVGO stock strong
Trying to convince yourself that you made a great decision? Why don’t you wait and see? Feeling anxious huh?