This merger in the semiconductor arena is huge, although from what I have read about Broadcomm, it isn't that much of a surprise that they were a target in general.
But I do think that it will complement Avago.
It is also interesting to look at how it may be a dot connecting to Poet.
See this post back in February from FJ regarding the relevancy of Avago with Poet.
http://agoracom.com/ir/POETTechnologies/forums/discussion/topics/636451-avago-technologies-earnings-beat/messages/1996915#message