borisb

Broadcom Enters FTTH Chipset Market

BRCM portfolio momentum is picking up speed but the stock market itself doesnt have to enthusiam to lift the shares. Maybe another quarterly earnings beat will the greenlight >$30.

Is Broadcom a Bargain?

looks like a bargin.

Broadcom's After-Hours Drop a Result of Investor Overreaction

yeah i agree. this is a excessive selloff. falling to $32- brings it almost back to the late June lows. also since they have Verizon revenue pouring in, its fine to spend some extra dough on R&D espically since they have proven they are productive with it and it widens the lead over competitors thus improving the franchise. longs in lower 30s seems to fit the old addage "buy low sell high"

Broadcom Likely To Beat Expectations In Earnings Report Tuesday

those earnings didnt impress. is the dip to the 36s/37s a good spot to go long?

Broadcom Likely To Beat Expectations In Earnings Report Tuesday

those earnings didnt impress. is the dip to the 36s/37s a good spot to go long?

Broadcom's iPhone Win Should Bring More Business

Apple Computer's component business is usually unstable for chip suppliers, see Portal Player in '06. What makes this $1 chip by Broadcom for the iPhone any diffrent?

Broadcom Surges on Cisco's Halo Effect

nice but how about a little more color on Broadcom, if this is, in fact, the subject?

Cell Phone Makers: Nokia May Run, But Qualcomm's On An End Run

well said. i wonder if qualcomm 34s-35s and motorola 21s is oversold?

Marvell's Not So Marvelous Quarter

Has marvell, fallen low enough 36 > 17 and stabalized enough at the low end 17s for 2 months to initiate a rewarding bounce? on 9.6.2006 Citigroup started coverage with a generous sky high target of $29.00 or more then 60%. also of 18 analyst 15 have a buy or overweight and not one a sell.