Broadcom Corp
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Buy the Smartphone Chip Suppliers
By Victor Selva - May 24, 2013 | Tickers: AMAT, BRCM, CY
With growing demand for smartphones and tablets, chipmakers providing the circuits for these technologies should considerably benefit. Cypress Semiconductor (NASDAQ: CY), Broadcom (NASDAQ: BRCM) and Applied Materials (NASDAQ: AMAT) are three companies that are particularly strong in this area of the semiconductor industry and are, therefore, worth our attention –and money-. Let’s take a closer look at them:
Cypress: A leadership position
Opinion about Cypress is divided amongst analysts more »
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3 Communication Equipment Companies to Buy
By Shweta Dubey - May 15, 2013 | Tickers: ALU, BRCM, TXN
The communication equipment industry, after seeing a decline in revenue over the past few years, is due to recover this year and is expected to rise in revenue by 13.83%. More than 50% of the companies in the industry showed their outlook of increased earnings expectations for this fiscal year. I will discuss three such companies below, to see if their strategic moves will be enough to achieve industry more »
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Is This Company Feeling Insecure by Any Chance?
By Subhadeep Ghose - May 14, 2013 | Tickers: BRCM, NVDA, QCOM
The PC industry took a big hit in 2012 and witnessed a substantial 13% slump in shipments from January through March this year, according to research firm IDC, which spelt bad news for a number of companies. One of these which was expected to take a big hit was graphic chips specialist NVIDIA (NASDAQ: NVDA). That’s because NVIDIA is considered to be the King of PC and console-based gaming more »
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3 Big Technology Stocks to Give a Closer Look
By Victor Selva - May 10, 2013 | Tickers: BRCM, GOOG, QCOM
Within the high-tech sector, options abound. The most successful companies are those with a highly diversified product offering than can adapt to constantly changing market situations, and usually have a bid in the mobile technologies sector. In this article we will look into three of these cases: Google (NASDAQ: GOOG), Broadcom (NASDAQ: BRCM) and Qualcomm (NASDAQ: QCOM).
A Stock in Constant Innovation
Google is one of the most common examples more »
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Smartphone Decline Be Darned
By Marshall Hargrave - May 8, 2013 | Tickers: BRCM, QCOM, TXN
Qualcomm (NASDAQ: QCOM), the designer and maker of digital wireless telecom products, saw a big pullback in its stock last week despite posting in-line EPS numbers. The real fear is that total smartphone sales could be slowing, which were affirmed by Apple and Samsung's guidance earlier last week. However, is Qualcomm's pullback exaggerated, and could this be a great entry point for investors?After the big pullback, the more »
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Is This Semiconductor Company in Troubled Waters?
By tarun bachhawat - May 7, 2013 | Tickers: BRCM, NVDA, QCOM
Qualcomm (NASDAQ: QCOM)) had a steady second quarter, with revenue surging 24% compared to the same period last year. The full-year guidance by the mobile-chip company was on the average side, which resulted in a pullback from investors. The growth might be slowed a little, but the company still has potential. Let us analyze the possible concerns and how they may potentially affect the stocks.
Increasing top line but declining more »
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This Wall Street Alum Has Built One Heck of a Fund. What’s He Buying?
By Meena Krishnamsetty - April 30, 2013 | Tickers: BRCM, LLTC, TAP, NEM, NVDA
Noam Gottesman’s accomplished financial career was nurtured in the halls of Goldman Sachs and Lehman Brothers before he broke off to co-found GLG Partners in 1995. He now currently manages just shy of $2bn in his 13F portfolio alone, taking equity and debt positions in hundreds of names. We have searched over GLG’s quarterly filings as well as the filings of 450+ other funds to create retail-friendly investing more »
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Is There a Problem With This Company?
By Subhadeep Ghose - April 30, 2013 | Tickers: BRCM, INTC, QCOM
The Street can be your friend at one moment, and your enemy the very next, a fact which was recently realized by semiconductor manufacturer Qualcomm (NASDAQ: QCOM) as its shares fell by a substantial 6% post the company declaring its second quarter results. Qualcomm, which has had an early headstart in the field of Long Term Evolution (LTE) technology and is a pioneer of the Code Division Multiple Access (CDMA more »
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Has the Market Finally Recognized This Stock’s Potential?
By Harsh Chauhan - April 30, 2013 | Tickers: AAPL, BRCM, QCOM
It’s been long since I’ve recommended that investors consider giving Broadcom (NASDAQ: BRCM) a place in their portfolio, like I did earlier this year in February. However, the stock has barely budged since then, and its performance over the last one year hasn’t been noteworthy either. However, Broadcom, the company, has done really well and its prospects are as good as ever.
Solid as ever
Its recently-reported more »
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Trends that Give Broadcom a Buy Rating
By Ashit Gulati - April 15, 2013 | Tickers: BRCM, QCOM, TXN
Despite a rough 2012 for the entire semiconductor industry, Broadcom (NASDAQ: BRCM) reported 8% growth in annual revenue. Additionally, it reported an increase in market share for all of its business units; however, net income exhibited a sharp drop predominantly due to an increase in operating costs.
At present, the industry environment might limit Broadcom’s growth in the near term. Nonetheless, robust free cash flows and a promising product more »
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To Call This Fund a ‘Tech Bull’ Would Be Putting it Lightly
By Meena Krishnamsetty - April 14, 2013 | Tickers: BV, BRCM, CTXS, GOOG, SONS
Empire Capital Management, run by Scott Fine and Peter Richards, invests heavily in the technology sector, with more than three-quarters of the entire value of the fund’s equity portfolio in tech stocks. This strategy seems to be paying off nicely for the duo’s 13F-reportable assets, as it has grown in value by roughly 15% since the third quarter of 2012. In addition, all of the top five holdings more »
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Qualcomm Should Fear Not its Competition; Smartphones Key to Success
By Tedra DeSue - April 9, 2013 | Tickers: BRCM, INTC, QCOM
Raymond James last week upgraded Qualcomm (NASDAQ: QCOM), and dismissed concerns that the Qualcomm's financials may be affected by competitors.
The upgrade further solidified Qualcomm’s reputation as an industry leader when it comes to chipsets; however competitors anxious to carve out more market share are producing equally impressive supplies. Those include Intel (NASDAQ: INTC) and Broadcom (NASDAQ: BRCM).
Raymond James’ action entailed raising the rating on the stock more »
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Which One of These Semiconductor Stocks Is Worth Buying?
By Anindya Batabyal - April 6, 2013 | Tickers: BRCM, NVDA, QCOM
Broadcom (NASDAQ: BRCM) began shipping its fifth generation, or 5G, WiFi family of semiconductors last year. The 5G technology helps wireless devices work faster and carries signals farther with reduced battery drain than previous generations, Broadcom said. The company also expanded its wireless product portfolio with NFC quad-core chips, which target growth in mass market mobile phones as well as high-end mobile phones and devices.
Broadcom closed its fiscal 2012 more »
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Is Broadcom a Better Investment than Qualcomm
By Anindya Batabyal - April 4, 2013 | Tickers: BRCM, NVDA, QCOM
Broadcom (NASDAQ: BRCM) began shipping its fifth generation, or 5G, WiFi family of semiconductors last year. The 5G technology helps wireless devices work faster and carries signals farther with reduced battery drain than previous generations, Broadcom said. The company also expanded its wireless product portfolio with NFC quad-core chips which targets growth in mass market mobile phones as well as high-end mobile phones and devices.
Broadcom closed its fiscal 2012 more »
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How to Spend $170 Billion
By Robbie Laney - April 3, 2013 | Tickers: AAPL, BRCM, GLW, GBL, GOOG
Apple (NASDAQ: AAPL) has a problem we would all like to have. How does it spend $170 billion? That is the amount in cash reserves the company is likely to have by the end of 2013. Well, I've got some ideas.
The issue is bigger than you think; causing lawsuits and introducing uncertainty in the stock price. Of course, per Apple Insider, "about 70% of Apple's more »
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Intel's Price Is Heading Up
By Ron Chatterjee - April 1, 2013 | Tickers: AMD, BRCM, INTC, MRVL, NVDA, QCOM, STM
Intel's (NASDAQ: INTC) stock price fell by around 21% in the last year. While the popular analysts' opinion is that Intel is a hold, let us dig deeper to know the full story.
Looking at the price graph below, we can be certain that the stock price is currently below the average trend line. Keeping this in mind, it can be said that Intel's price should go up more »
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The Smart Gainers From the Smartphone Rally
By Jacob Wolinsky - March 31, 2013 | Tickers: BRCM, QCOM, STM
Without a doubt, smartphones are currently the holy grail of the consumer electronics market. As such, the market is full of many competitors, but a vast majority of profits are contributed by Apple – the company with a first moving advantage; and Samsung – which capitalized on Apple's tracks.
In March, Samsung unveiled its latest offering in the form of the Galaxy S4. Meanwhile, other players that have been sitting on more »
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A Small-Cap Chip Maker With Upside Potential
By Daniel James - March 29, 2013 | Tickers: BRCM, QCOM, RFMD, SWKS
The biggest story in tech, if not in business, over the last few years has been the smartphone war between Samsung and Apple, as these two giants have been duking it out for dominance of this huge market. Yet, companies that are lucky enough to count these two among their clients are uniquely positioned to profit whoever wins the war. Most articles on this subject focus on the larger chip more »
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Why Qualcomm Is Still a Good Investment
By Marcus Vilkas - March 27, 2013 | Tickers: BRCM, INTC, QCOM
At times, it makes more sense to consider a side bet instead of making a big bet on the main event. Many people have a viewpoint about the showdown between Samsung Electronics, Apple, and several others in mobile device market.
It's a little harder, however, to visualize how Qualcomm (NASDAQ: QCOM) won't win in any of those scenarios. There always seems to be questions surrounding Qualcomm, such as more »
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Trading Chips: Broadcom and Others Can Win Either Way
By Nate Wooley - March 26, 2013 | Tickers: BRCM, INTC, QCOM, TXN
One group that's often overlooked in the media hype surrounding technology is companies that make the things that make the sexier things. There's a lot of coverage of the iPhone or Android phones, for instance, but what about the things inside them? No one seems to talk much about the chipmakers and other manufacturers who actually profit on the sales of consumer electronics.
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