Just went through a bit of the OFC website and can't find anywhere that suggests you choose your floor space, seems all pre-conceived by space and the amount of money you want to spend for your square footage. Yes, if Broadcom was the customer then it would be very strategic and not inconceivable that as soon as the OFC opened the floor for purchase BRCM and PTK got their spots together.
Molex, who has a lot of space around Broadcom has no relationship with them that I can find.
I believe the words are all there to expect some sort of announcement, either at the OFC, or shortly beforehand.
Vegas should run odds on it, a lot of differing opinions.