Seeking Alpha
  • Valuable Insights
    $TXN $BRCM $FCS $LLTC broad-based players all guiding weak 4Qs - can you say inventory correction? Could lead to better than seasonal 1Q...
    10/22/13
    Reply (3)
    • Ashraf Eassa: I was thinking the same thing.
      10/22/13
    • autus: Don't follow it that closely, but $BRCM has been and still is losing market share.
      10/22/13
    • Valuable Insights: Look at broad-based analog (yes, BRCM doesn't quite fit) suppliers. 4Q is typically up a few %, not the case this year. $SUPX tonight too
      10/22/13