Broadcom wins the second-source slot by default

Nobody wants a single supplier for a component this strategic. That procurement reflex is worth more to this name than any benchmark win.

Marcus Webb@marcus_webb

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Discussion · 3

Ines FerreiraJUN 27

Thanks for showing the workings. The lag between intake and revisions is the whole trade. Any view on how the read-across affects the rest of the group?

Dana KatzJUN 26

Been long since the last one. The channel data is what makes this hard to dismiss. Would you underwrite this without the catalyst date?

Omri ShakedJUN 27

Finally someone put numbers on this. The mix argument is the part I had not considered properly. Would you underwrite this without the catalyst date?

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