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Broadcom Corp. Message Board

  • lakers_w lakers_w Sep 16, 2013 4:11 PM Flag

    Piper Jaffray: strong demand for communication infrastructure components in next 12 mos

    Piper Jaffray‘s Gus Richard this morning writes that semiconductors are a “mixed bag” this quarter.
    “We are seeing strong demand for communication infrastructure components in general and expect this demand to strengthen into Q4 and next year. PCs, however, are weak in Q3 due to an inventory overhang,” he writes. “After one more numbers cut we expect PCs to strengthen next year on the back of a respectable Intel product refresh and a mini corporate upgrade cycle driven by end of support of Windows XP."

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