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Broadcom Corp. Message Board

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  • veqasfletch2001 veqasfletch2001 Apr 30, 2011 9:08 PM Flag

    Compare BRCM to other chip stocks

    I just let this analyst to reply to you as follow:

    We are lowering revenue to reflect wireless weakness, but raising EPS to reflect cost control - BRCM multiple much more leveraged to revenue
    growth than EPS. Despite after mkt stock decline, weakness in wireless NOT a BRCM specific issue - TXN, QCOM, STE all guided C2Q below seasonal - transitional period for large customers - either new models preparing to ramp, or
    SKUs without market success. NT revenue weakness at least matched by spending controls, 2H revenue should accelerate based on leverage to AAPL (iPad, iPhone, iTV), Tablets, Connected Home, Bandwidth, 10GigE, VDLS, DSLAM etc. Post-close stock is trading at 11.7x our 2012 EPS versus a 5 year
    range of 14-24x.

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