I agree, BRCM is a bargain here. The PE forward looking should be much, much higher to reflect the product growth potential of Bluetooth's new customers.
No downgrades. Positive Investor CC. Positive, continual, product development. No taret price below $30!!!!!!!! from any analyst.
Don't know what the politics might be on Yossi Cohen of Mobile Platforms Group, but it goes without saying that since it is effective 3/16 they will easily handle his assignment. Probably, it has been in the works for a bit.
I want a PE of about 35-40. Prospects, potential demand it.