I think the Henry's made the institutions nervous with the Angel and Duck episode. Then there is the nervousness with Taiwan. The wireless deal with Cisco could be huge, but from what I understand the technology is not proven yet. STB's are on fire. I take it you did well with Cube. Check out Wind River. (wind) Send for the investor package. Winds market is going to explode.Still cheap IMHO. Good luck.
Unless there guys at BRCM are a bunch of flim flam guy,WHICH I STRONGLY SUSPECT NOT, then I would take the Chief Technical lead at his word when he says they have a working technology in VOFDM.
His comments were they have looked at all of the avaliable alternatives and finally selected VOFDM.
I'm no expert in this area, but this is what I do know, there is no shortage of coding/modulation schemes. The biggest problems with broadband/video, is developing and efficent implementation (both computationally and real-estate wise). This concept of Frequency Division Multiplexing is as old as the hills (i.e a recent example is cassete recording of programs used two tone modulation schemes). The Russians use multi frequency approach for GLONASS, the Russian version of out own GPS. I am hesitant, but on the verge of saying, technically this is almost a step backward! Unless soemone else out there can fill me in, Multi Frequency has the main benefit of providing "Frequency Diversity" which is the main advantage in the presense of Multipath.
Bottomline there is nothing in my mind that would lead me to suspect that the advantages of (VOFDM) are "cooked" up. In my mind this is simply the result of good systems engineering in recognizing what the right implementation is for this particular problem.
As far as other features, of this technology which allows BRCM to do it where others maynot be able to.... Well that is all purely execution(see efficieny above). And from what I read/see of BRCM they can do that.
If questions about the ability of VOFDM to work are what is holding this stock back, then I would say this is a tremedous buying opprotunity, because those worries will be put aside soon enough. Comments
I'm afraid that I'll have to take your word on that. I was just giving my take on what I was reading in the press. Maybe the press was intentionally mislead inorder to give opportunities to buy. Wireless is going to be big.