PMCS/BRCM: Time for Some Comm Semiconductor Consolidation?
With news today of major management changes at PMC-Sierra, plus Broadcom bouncing along the bottom, and issues elsewhere, am I the only one feeling like we should finally be seeing some consolidation? This sector, while marginally better positioned for a turn than it was a few months ago, still feels crowded with competitors, and could use some overdue winnowing down.
Say you were in charge, who would you bang together? I'm thinking PMC-Sierra and Broadcom, but I'm sure there are others.
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