Broadcom (AVGO)

[jefedelforo]

Jeff (JVincen2)

Sobre Broadcom: I still don’t see the huge CA acquisitions synergies in AVGO working out right but who knows. Some here don’t like IBM and CA did a lot of the same things, mainframes and software cycles are having a tough go of it against cloud computing shifts. SaaS is fine but much of that is changing fast now days also. I think he finally got a clearer picture of where some, CSCO in particular was headed and is making sure they stay involved that way also going forward myself. I also noted…