In a surprising move from its normal acquisition terror, Broadcom is reportedly looking to exit the RF business, which could mean opportunity for Apple.
Symantec Acquisition Prospects Get Interesting
Symantec reportedly has two new suitors, this time for its very lucrative consumer security business. The takeover deal would value Symantec stock at between $26 and $27 a share, valuing the company at about $16.4 billion. As might be expected, Symantec stock surged on Friday following the news of the possible buyout, jumping 4.5% to $24.52. What’s next here as it relates to the Broadcom acquisition?
GlobalFoundries Lawsuits Could Impact Apple, Cisco, NVIDIA, Qualcomm and others
GlobalFoundries’ lawsuits alleging patent infringement could impact Apple, Cisco, NVIDIA, Qualcomm, and other major technology brands in a big way. GlobalFoundries asserts that the company has invested heavily in both American and European semiconductor industries and that these lawsuits are aimed at protecting those investments and to “safeguard the American manufacturing base.” A not-surprising tactic in today’s nationalistic political climate. One thing is for certain, GlobalFoundries has certainly managed to garner the immediate attention of legal teams at major tech companies around the world. Now, we, and a whole lot of technology giants, wait to see what happens next.
Broadcom Growth by Acquisition Strategy Continues with $10.7B Symantec Acquisition
Broadcom’s $10.7B acquisition of Symantec’s enterprise security business moves forward, as Avago’s ‘growth by acquisition’ strategy continues to play out. Semiconductors is one business, enterprise security software, an entirely different one. It will be interesting to watch how Avago’s Hock Tan and his penchant for streamlining operations impacts the company post-acquisition.
Broadcom Explores Symantec Purchase — A Good Thing, or Not So Much?
Broadcom explores Symantec purchase. Is it really smart diversification, or simply a way to impress shareholders? I’m not so sure. In fact, I’m bearish on this move, mostly for Symantec. However, don’t be surprised if it happens, as Tan is known to be a shrewd negotiator and one who will make the deals he needs to happen to get shareholders the value they are looking for.
U.S. Semiconductor Industry Granted Permission to Sell to Huawei
The U.S. Semiconductor Industry, lobbying on behalf of Qualcomm, Intel, Broadcom, and others granted permission to sell to Huawei.
In Absence of Clarity, Chaos: How an Executive Order Focused on Technology Security Could end up Harming US Technology Leadership
Before I begin, rest assured that this is not a political post. Please don’t read any partisan or political views into any of my arguments here. This post is meant to be an objective analysis of an executive order and its potential impact on technology markets. Now that my political disclaimer is out of the way, let’s begin. 1. Executive …
Technology War: Sanctions Against Huawei Impact US Chipmakers and Other Tech Cos
Sanctions against Huawei not only impact US chipmakers like Qualcomm and Broadcom, they will have a big impact on other technology companies in general.
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