Marvell Technology reportedly in advanced talks to acquire optics maker Lumentum

Bloomberg reported that Marvell was in late-stage talks to acquire Lumentum. A separate post says investors are worried about the cost and puts Lumentum’s value above $80 billion. Another writer argues that owning Lumentum’s laser production could help Marvell secure supply, but estimates a mostly stock-funded deal could dilute its earnings per share and warns of possible channel conflicts.