Earlier this week GVA Research joined Bloomberg radio to discuss AAPL. Thanks to Michael McKee and Kathleen Hays for having me on the show. You can listen to the replay here. Tech M&A – Not Just Acquisitions But Divestitures Too As Upturn Matures & Rates Threaten To Rise: Recent announced transactions (e.g. AVGO/BRCM $37bn, INTC/ALTR $17bn) prompt speculation