notsoquick

Broadcom Enters FTTH Chipset Market

I think it will take longer than expected to see actual shipments from Broadcom for MOCA chips, as there is a big lag between being qualified at a vendor and actually shipping product for the marketplace (12-18 months). This gives ENTR a lot of runway to continue to get near-term revs from Verizon, strengthen the product offering (next gen MOCA products), and start shipping to other cable providers who plan to over MOCA over the next year.

helpme, u can borrow my shares, if u want to short..

SiRF Rises On Credit Suisse Upgrade, Holiday Sales Expectations

Nice call by the analyst!