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AVGO is up 93% YTD, 4% on the day, the investors don't seem to be too afraid of the move, for some baffling reason.
by ceroxylon 3y ago
AVGO is up 93% YTD, 4% on the day, the investors don't seem to be too afraid of the move, for some baffling reason.
- bigstrat2003 3y agoI wouldn't really put too much weight on the wisdom of people speculating on stocks, personally.
- phpisthebest 3y agoBecause they know no one is going to be swapping HV out that fast. Most likely people will wait for a hardware refresh to make a change, if they change at all to that will be 2 to 7 years the increased rates and we have no idea what the increase rates will actually be, if it less than 2x most company will just eat it, that would still be cheaper than switching for many 2-4x, you will see an aggressive change in the next 12-36 mos by many customers over 4x any you might see the aggressive pull out people are are expecting by this announcement.