Broadcom reaches deal to acquire CA Technologies for $18.9B in cash

cnbc.com

19 pointsjohns3 comments

That's a baffling acquisition. I've worked in semiconductors for 12 years and yet to see a service/consulting company merge under a semiconductors.

If they acquired someone like HP Enterprise, I'd get the whole vertical integration benefits, I just can't wrap my head around this. It's like Apple acquiring Pepsi

It's gonna be interesting. I work in CA on mainframes.. CA is not at all service/consulting, but more like enterprise management software vendor.

I think we have a lot of mainframe utilities which would benefit from tighter integration with hardware. So I wonder if this is going to be a possible direction.

Looks like Broadcom getting back at Trump and the US for the failed Qualcomm deal. CA software runs on critical government, military and banking mainframes. CA is also a good base for acquiring and consolidating sw companies in case Broadcom follows that route.

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