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Entropic Communications, Inc. Message Board

  • chuckroast2004 chuckroast2004 Jul 31, 2013 9:41 AM Flag

    Broadband: Good Quarter, Weak Guide, But Share Gains Continue / ENTR

    Broadband: Good Quarter, Weak Guide, But Share Gains Continue

    From recent seeking alpha article:

    Broadcom's final operating segment, Broadband, consists of products that go into modems, set-top boxes, and other similar products. While management cited a secular growth story at its most recent analyst day meeting (which seems to be under some pressure as spending in emerging markets seems to have slowed down a bit), the real story here is the market share gains. Broadcom is easily the largest player in this space, and the continued share gains allow the company to consistently, and often times dramatically, outperform its (numerous) peers such as Entropic (ENTR) and Sigma Designs (SIGM).

    Hoping to get some detail ENTR’s call regarding market share.

    Sentiment: Hold

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ENTR
3.140.00(0.00%)Apr 23 4:00 PMEDT