I don’t believe that they can just get rid of 7-8k people in November. All the systems have to be converted. A lot of the jobs still have to be done, contracts have to be written, customers have to be supported, accounting processes have to happen etc. Eventually I can see that many go but there will need to be some process of integration first.
Like when CA aquires a company there it always take time to fully integrate (look at blazemeter, Rally and Automic). Admittedly CA isn’t the best but I still don’t believe Broadcom can’t just absorb all the processes and rolls overnight on Day 1. Sure eventually we may loose 7k heads but I can’t see that happening in November.
Even if they do choose to divest many products which I agree is very possible that also doesn’t happen overnight.
Originally posted by @UHHX7mA-1nrn, well said.