Broadcom BRCM
-
Intel: Goodbye, Paul Otellini - You Will Be Missed
By Ashraf Eassa : I remember when then COO Paul Otellini took the baton from former CEO Craig Barrett back on May 18, 2005. While Intel ( INTC ) at the time had been ushering the move towards "mobile" (laptop) computing quite successfully with the "Centrino" platform, things were still looking ...
-
Intel Won't Build Apple's Chips; It Still Makes No Sense
By Ashraf Eassa : I see a lot of quite interesting viewpoints from a number of very thoughtful and insightful contributors both here on Seeking Alpha as well as on other sites. A big theory that many seem to have is that Intel ( INTC ) should build Apple's ( AAPL ) A-series processors since Intel
-
Facebook's Greatest Strength May Be Its Greatest Weakness - Buy Something Else
By Abu Bakr Hussain : Let me ask every reader first, what is Facebook's ( FB ) greatest strength? Is it the best way to communicate with friends and family? It cannot be as Skype (owned by MSFT ) with 33%+ international call market share , Snapchat , Viber and Whatsapp with 200 million+ active ...
-
A revenue miss and soft guidance lead Entropic ([[ENTR]] -14.9%) to plunge towards its 52-week low. On its earnings call, the set-top/home networking chipmaker guided for Q2 revenue of $70M-$73M and ...
… its digital adapter inventory. Needham has cut shares to Hold. Entropic is seeing intensifying competition from Broadcom ( BRCM ), which on its Q1 call stated broadband chip sales rose 9% Y/Y, with set-top growth offsetting lower Chinese …
-
Intel: The King Is Back
By Ashraf Eassa : My readers know that I was probably beginning to start to sound a little nutty when Intel ( INTC ) was in the $19-$21 range, promising that the second half of 2013 would be a significant upside catalyst for the stock. After all, the folks on Wall Street want to sell you the drivel
-
From Barron’s, April 29, 2013 (Part 2)
… data [ QLIK, TDC ], enterprise storage [ EMC, NTAP ], complex semis [ SNPS ], baseband wireless chips [ QCOM, Samsung, BRCM , INTC ], wireless radio chips [ AVGO ], semis capital equipment makers [ Samsung, TSM, LRCX, KLAC ], semis test-equipment …
-
Qualcomm: What The Heck Happened?
By Ashraf Eassa : What in the world happened? Qualcomm ( QCOM ), the world's leading developer of modems and applications processors for smartphones, announced a strong quarter and yet-again raised full year guidance. It's a little surprising, although completely explainable, that shares of this ...
-
Are wireless chip stocks decoupling from Apple? Even with Apple off slightly as bleak June quarter guidance outweighs fresh capital returns, iPhone/iPad combo chip supplier Broadcom ([[ BRCM ]] +6.6%) ...
… capital returns, iPhone/iPad combo chip supplier Broadcom ( BRCM +6.6% ) is surging thanks to a Q1 beat and strong ..... 1.8% , SNDK +1% . During its earnings call , Broadcom , which also provides combo chips for many Samsung phones …
-
Cramer's Mad Money - Apple: Show Me The Money (4/23/13)
… AAPL ). Other stocks mentioned: Yum Brands ( YUM ), Broadcom ( BRCM ), Caterpillar ( CAT ), Kimberly Clark ( KMB ..... bounce. Yum ( YUM ) soared even after a downgrade, Broadcom ( BRCM ) beat expectations and was stronger, and even after …
-
Broadcom Reports Solid First-Quarter Results
Broadcom BRCM reported solid first-quarter results ..... estimate and moat rating for the firm. Broadcom 's revenue was $2.0 billion, notably ..... up 10% from the year-ago quarter. Broadcom 's wireless chip business was down only …