Список проголосовавших за комментарий " Broadcom: Implication from Silver lake & AVGO potential bid for Toshiba Memory; RBC doesn't see AVGO running NAND FAB — RBC (2220.04)RBC notes Nikkei Asian Review reported that Silver Lake and AVGO tendered a 2T yen (~$18B) bid, on the higher end of expected $13-$18B bids for Toshiba's memory business. Nikkei Asian Review expects ~10 bidders, including <strong>WDC</strong> and SK Hynix for the asset. Silver Lake anticipates synergies with another one of their holdings, Dell Technologies (DVMT). The cos have not commented on the potential transaction. They think it's unlikely that AVGO intends to acquire a majority stake in NAND assets and start running fabs. The likely scenario they think is — AVGO is the minority bidder with Silver Lake to a) acquire small non-memory assets within the division (controllers, etc) and/or b) AVGO is doing a passive investment with Silver Lake being the primary bidder. They maintain their Top Pick and $240 tgt on AVGO with an assumption that their M&A process hasn't changed (i.e,. they are not planning to take a majority stake and start running NAND fabs)."