I have AVGO leaps. Wondering what you guys think in light of above.
Hock Tan selling is preplanned from about 5 months ago, so I don't put much stock in that.
The VMware thing is harder to quantify. I don't know the exact hit the earnings and revenue would take, and I don't know if it is a permanent ban, or just negotiation with Orange.
What do you think? Hold or sell?