Hock Tan should buy Intel.
Intel perfectly fits the profile of the type of company that Broadcom targets. Mature product, strong franchise, high margins, lots of fat to cut, relatively cheap valuation. Sure Intel has a larger market cap than Broadcom right now... but just barely and not for long. Of course it'll be difficult for Hock Tan to navigate the anti-trust concerns and the politics of having an important US company bought by a company with close ties to China. It's fun to speculate anyway.
Intel perfectly fits the profile of the type of company that Broadcom targets. Mature product, strong franchise, high margins, lots of fat to cut, relatively cheap valuation. Sure Intel has a larger market cap than Broadcom right now... but just barely and not for long. Of course it'll be difficult for Hock Tan to navigate the anti-trust concerns and the politics of having an important US company bought by a company with close ties to China. It's fun to speculate anyway.
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