As the dust settles, expect M&A to continue

Businessweek discusses some of the recent companies acquired by large tech bellwethers and suggests this will continue.

I still believe this. Rates keep coming down, end market growth is stagnant, cash balances are large -- big companies will use this as an opportunity to snatch up mispriced industry leaders in new and related segments. I keep waiting for Intel to buy Broadcom for example. It's a great time to retrench.