10 million new iPhones will be sold in Q3 alone. With most of the consumers in Japan, China and South Korea going to buy iPhone 2, it will be a freaking huge revenue for BRCM as one of the key component suppliers.
Brcm has nothing in iphone, mrvl beat them to it, the lehman guy was talking about nintendo wii and hoping 2nd half would be better due wii sales? Which i doubt as recession is now picking up people are not driving due to gas what to talk of buying wii. Brcm will be back to 24 after intc warns.
Bloomberg announced an investment company (couldn't catch the name) upped their earnings estimate for the 2Q (about 2PM ET), but moderated it from that level for 3Q. I'll have to track it down.