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.
Dope. You're siting and quoting a Seeking Alpha article? And that's where YOU go for your facts and figures?
Dude, you are one messed up little guy. Don't you realize that SA is a forum just like Yahoo message boards - any fool can post any diatribe he likes there as long as its his stated opinion. It's full of bull and so are you!
As you yourself have pointed out, even BRCM has admitted that MoCa is barely even 1% of their revenue. They primarily make their money in wireless. So, in short, go post your mumbo jumbo on the BRCM board.