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After CES, FBR Capital is upbeat on Atmel (ATML), Broadcom (BRCM), and International Rectifier...

After CES, FBR Capital is upbeat on Atmel (ATML), Broadcom (BRCM), and International Rectifier (IRF). Broadcom will keep the lion's share of Bluetooth and Wi-Fi connectivity sockets through 2012. Atmel is the "clear winner" in touch controllers for tablet PCs and handsets. And IRF has a promising future in the automotive chip business.
 
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