飞鲸投资笔记 的讨论

发布于: 雪球回复:5喜欢:0
5/23日传出$博通(AVGO)$ 要收购$VMware(VMW)$ 的消息,消息一出,AVGO的股价下跌了5%。这个下跌及跌幅是正常的。一般来讲,华尔街面对这种收购,总是会短期先抛售收购方,拉升被收购方。 不说股价方面的反应,单从收购来讲,我不是太乐观,因为VMW的市值达到快500亿了,收购要花600亿,不是小收购(当然,AVGO总是这样搞大动作,之前还想收购高通呢)。估计如果真提出收购,反垄断这一关有的搞了。

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intel和aws自己不买vmware,也没啥资格说是不是希望brcm不买。brcm买了pat的前东家,以后再在intel的fab生产,刚好符合pat idm2.0的战略,哈哈。

我觉得涉及反垄断。看看一篇英文分析

A potential Broadcom (NASDAQ:AVGO) acquisition of VMware (NYSE:VMW) is expected to see antitrust pushback, especially from other industry players who see VMware as the "Switzerland" of the data center segment.Although Broadcom (AVGO) and VMware don't directly compete, technology companies from chipmakers like Intel (INTC) to cloud computing companies such as Amazon (AMZN) Web Services, work with VMware. Those companies might not want VMware, which they view as a neutral actor, to be owned by Broadcom, according to an earlier report from The Information.The potential $60 billion acquisitionof VMware (VMW) also comes after The Information previously reported that Broadcom is said to be investigated by the Federal Trade Commission for allegedly mistreating its chip customers.It's also possible that other suitors may now be interested in VMware such as Microsoft (MSFT), Google (GOOGL) and Cisco Systems (CSCO), according to the report.Recall that Nvidia's planned purchase of chip design firm ARM was scuttled at least partly after facing severe resistance from industry players.

这个和并购高通不一样吧,不涉及反垄断,通过的可能性很大啊。

对于Hock Tan来说,肯定是没问题。他的选择一向是大手笔,让人敬佩。

我就是担心这个并购难度太大,到时候肯定跳出来一大堆反对的。

芯片公司越来越重视软件,不仅仅是协同,包括直接通过软件来monetization,这个是大厂都在思考的方向,博通真能并构成VMWare的话是实质性利好,即使不成,也能看出Hock Tan仍然在追求成长,仍然长期看好。