Thu, Apr 17, 2014, 3:48 PM EDT - U.S. Markets close in 12 mins.

Recent

% | $
Quotes you view appear here for quick access.

Broadcom Corp. Message Board

you are viewing a single comment's thread.

view the rest of the posts
  • 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.

    SortNewest  |  Oldest  |  Most Replied Expand all replies
 
BRCM
30.17+0.30(+1.02%)3:48 PMEDT

Trending Tickers

i
Trending Tickers features significant U.S. stocks showing the most dramatic increase in user interest in Yahoo Finance in the previous hour over historic norms. The list is limited to those equities which trade at least 100,000 shares on an average day and have a market cap of more than $300 million.