has all but returned the lost value since announcing the acquisition. as a shareholder you have to love the potential to hit 300. it's also looking increasingly likely that CA will be chopped up and the mister tan has dollar signs in the peripherals.
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You are the id--t. Read the thread title. AVGO has recovered virtually all its losses after tanking the day the purchase was announced. Hopefully Broadcom doesn’t keep you. Get a clue
Market, being initially pessimistic about the deal, has improved its attitude by now. Why? I agree with previous posts, it's highly likely due to leaking of the what's_about_to_happen info.
First, it's all understandable why initial pessimism. To buy such an eclectic company as CA Frankenstein (aka CA Technologies) spells a lot of trouble in restructuring and/or managing it. The only good news for investors would be news about plans to completely dismantle this Frankenstein down to its bare core. Pieces will be sold off and the mainframe core will remain. Because:
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Mainframe core is big and profitable. That's what really CA is all about. Other parts of CA should be generally considered as a failed attempt by mediocre management to diversify company's business.
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Through CA's mainframe business Broadcom will get access to big corporate guys. It's not a secret! They openly told about it.
Inevitable conclusion: If you're not a mainframe guy burn all illusions and prepare for the worst.
id--t, CA Stock is going up because the purchase price is $44.50, so as long as you buy at less than that its guaranteed profit.
Yes plans are leaking. Thousands cut day 1. Anyone thinking it cant happen is going to be in for a rude surprise. You are not that valuable, customers will be just fine
Hock will $queeze billion$ per year out of what we know to be CA. $tock is going up becau$e detail$ of his plan$ are leaking. $keleton crew i$ all that will be $aved.
If Tan doesn’t get the savings promised right away AVGO will drop again. Analysts expect him to run a tight ship.