More Evidence of The Changing Structure of Technology Companies
This morning Cisco Systems announced the acquisition of Acacia Communications (ACIA) for $2.6B in cash. Could you imagine an optical components company being acquired by a systems company 10-14 years ago? Not likely, but the times are a changing. Will not be surprised to see more fabs coming to a US location near you.
As always, my thoughts on these matters might be completely wrong.