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Non-Tech : Kirk's Market Thoughts
COHR 175.05-1.9%3:59 PM EST
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mary-ally-smith
To: robert b furman who wrote (3143)5/28/2015 12:26:18 PM
From: Kirk ©1 Recommendation   of 26779
 
Funny to think the tiny semiconductor part of HP I helped build that was spun off as part of Agilent, sold to a hedge fund to go private, then IPOed as Avago could be one of the more powerful in the business soon.
A Broadcom-Avago deal may come as soon as today, after Avago's board voted on the purchase overnight. A deal would effectively be a merger rather than an acquisition: Avago (NASDAQ: AVGO) is currently worth $35.1B, and Broadcom (NASDAQ: BRCM) $32B. Over the past 18 months, Avago has bought a string of companies amid a massive chip industry consolidation wave, and has been rumored to be eying several others. Broadcom was the biggest gainer on the S&P yesterday, surging more than 20%, while Avago rose about 8%.
And notice too that is is MORE of what I've warned about here since I left in 1998... that high taxes would drive jobs overseas just as it is now driving CEOs and headquarters overseas while they still keep plenty of talent in the Silicon Valley...

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