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!
@silambarasanbalasubramani8577
7 ай бұрын
Marvell Technology is a more targeted solution for this AI networking problem, Broadcom has lot of legacy hardware and software like IBM.
@Jai-qf8lw
7 ай бұрын
Marvell is a joke compared to Broadcom
@Jai-qf8lw
7 ай бұрын
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
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