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Episode 48: Qualcomm - Broadcom
Acquired
Is That a Good Acquisition for Broadcom?
I don't think Qualcomm and Broadcom are that highly leveraged. They're probably more like, somewhere between one to three X levered. So I don't think we're quite at those heights yet, but certainly more so than in the software space. If they combine then 65% of the bill materials of handset semiconductors will come from one single manufacturer.
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