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Broadcom Corporation Message Board

  • lakers_w lakers_w Sep 18, 2013 3:03 AM Flag

    Intel 'Bay Trail' reference design sports Broadcom GPS and Wi-Fi – More tablet momentum up ahead?

    Intel 'Bay Trail' reference design sports Broadcom GPS and Wi-Fi – More tablet momentum up ahead?
    At the Intel (NASDAQ: INTC ) Developer Forum, I had a chance to play with the form factor reference design for Intel's upcoming "Bay Trail" system-on-a-chip. While it is too early to tell how much traction these devices will gain in the market, a quick peek at the device manager within Windows told me that the design came packed with a Broadcom Wi-Fi and GPS chip.
    It is my belief that Intel's "Bay Trail" platform is also validated with Intel's "Wilkins Peak 2" 2x2 802.11ac + Bluetooth combo chip at the high end (although I am working to get confirmation of this), but appears to also be validated with a suite of Broadcom's parts, particularly as I do not believe Intel itself supplies a wide range of connectivity combo chips. I also highly suspect that the platform is validated with NFC solutions from Broadcom and NXP Semiconductor, but I am unclear as to whether Intel has its own NFC solution. At any rate, I believe that this could be a real positive for Broadcom's share across the tablet/convertible PC space, particularly if Intel's platform takes off.

    Broadcom displaces EZChip at ZTE
    While mobile chips tend to get the spotlight, it's important to note the good quarter of Broadcom's revenue base actually comes from network infrastructure chips. In order to expand its presence in this space, the company acquired NetLogic Microsystems, a leading developer of multi-core embedded processors as well as knowledge-based processors (these are processors designed to process packets in computer networks).
    While the company recently took a $461 million writedown on the acquisition, the company has been adamant that the long-term strategic value of the acquisition remains intact. Indeed, with the recent note published by Maxim's Ashok Kumar stating that Broadcom just won a major socket at telecom equipment vendor ZTE Corporation, displacing EZChip (NASDAQ: EZCH ) , it seems tha

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    • The sell off was not based on terrible earnings, aside from the one time write-off. It was based on BRCM losing its mojo. Hopefully the last qtr will bring some clarity to their future, which is a more diversifies product line up than most electronic firms.

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