Broadcom is not losing design wins to Marvell; the Marvell-Google deal is not a negative for Broadcom, which has diversified its customer base.

Now Broadcom had an unusual week where they continued to be in the headlines on the heels of AMD potentially signing a deal with Google. This Marvell deal crossed and investors jumped to the conclusion that Broadcom must be getting designed out. That is not the case at all.

For Broadcom, they've diversified their user base for Marvell, they pick up an amazing client.