Quick Thoughts on Broadcom/SAS
The latest rumor: Broadcom will buy SAS. Don’t say I didn’t warn you. Wall Street seems to like the idea. Broadcom stock (trading under the AVGO ticker) closed up 6% for the day. That’s a vote of confidence. The reaction of many: who the hell is Broadcom? It makes a lot of sense for an industry outsider to buy SAS.
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