So the rumors of outside consultants are bankers seeing how much can be trimmed when NetApp integrated into Broadcom/VMware?
Hock Tan likes cash flow.
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George can take over Broadcom software group, and Hock can to back to overseeing a or Broadcom.
George needs a bigger opportunity like his brother Thomas at Google Cloud.
Broadcom closed $4 billion EUC sale to KKR on July 1 and sold $5B bond to refi the VMWare term loan.
So Hock paid down $10-$12 billion of bank loans so far.
Did he get commitments for another $20 billion for a cash + stock deal for NetApp?
Netapp shares acting strange.