said by Matt
:said by TK Junk Mail
:Aside from the SEC civil charges and the criminal charges, this will also trigger an avalanche of shareholder lawsuits against Broadcom. Their lawyers are going to be awfully busy and the stock may be in for a bumpy ride for some time.
Do you see this affecting their virtual dominance of integrated network interface chips in Dell/HP/IBM servers?
I doubt it will have any effect on long term contracts for chips. The major strategic issue would be if lost lawsuits would have an affect on the financing capabilities of the company going forward. This could raise the cost of capital for Broadcom and make their products more expensive versus their competitors.