Dave what a great , in-depth depth analysis. You are probably one of very few outside Broadcom who gets how well positioned they are. Thanks for sharing, I watched the MWC interview too. This makes it lot more clear and their VMware strategy makes lot more sense now that you emphasized Sustainable franchise angle. Thank you great Job!
AVGO doubles the bandwidth of their switches and router ahead of anyone. Even nvidia has trouble catching up. You comparing Marvell to broadcom is like me comparing a Prius to a Lamborghini
Dave what a great , in-depth depth analysis. You are probably one of very few outside Broadcom who gets how well positioned they are. Thanks for sharing, I watched the MWC interview too. This makes it lot more clear and their VMware strategy makes lot more sense now that you emphasized Sustainable franchise angle. Thank you great Job!
Marvell Technology is a more targeted solution for this AI networking problem, Broadcom has lot of legacy hardware and software like IBM.
Marvell is a joke compared to Broadcom
AVGO doubles the bandwidth of their switches and router ahead of anyone. Even nvidia has trouble catching up. You comparing Marvell to broadcom is like me comparing a Prius to a Lamborghini
good analysis.
Dave is the #GOAT. 🦄
Is Broadcom Rally AI 😂