And with the kind of treatment R&D gets from Octane, everything is bound to become liability eventually. How many market leading products were envisioned and launched AFTER deal from acquired companies (Agilent, LSI, PLX, Emulex, erstwhile-Broadcom, Brocade...) so far? Surprise surprise.., NONE!!
And get this irony - had Octane been CEO of companies he acquired, there would've been no present day Broadcom! Life span of any block-buster product is limited. Products from cBrcm and brocade approaching their end-life without replacements, its no-brainer that many more products will get shifted to offshore graveyard centers in coming quarters. That pace will only pickup going forward. Oh, lest I forget, to the person who keeps posting "no more cuts in Broadcom" have fun revealing that to HT in your next 1:1 counselling session with him.