BRCM : Analysis & Opinions

  1. Intel Working Through A Difficult Transition

    April 11, 2014
    Chip giant Intel continues to work through a challenge that most leading tech companies fac in their corporate lives – what ...
  2. Semiconductor Stock Outlook - Feb 2014 - Industry Outlook

    January 31, 2014
    Semiconductor Stock Outlook - Feb 2014 - Industry Outlook
  3. Short Sellers Pile On Applied Materials and STMicroelectronics ...

    October 26, 2013
    Among the leading semiconductor stocks, Applied Materials (NASDAQ: STM) saw the most significant rises in short interest ...
  4. Spot Big Dividend Hikes With This Value Metric

    October 25, 2013
    Individual investors and private equity firms often target companies with great yields. But they are talking about two different ...
  5. Semiconductor Stock Outlook - Sep/Oct 2013 - Industry Outlook

    September 26, 2013
    Semiconductor Stock Outlook - Sep/Oct 2013 - Industry Outlook
  6. OmniVision Technologies – The Beat(ing) Goes On

    August 30, 2013
    Weaker handset demand and disappointing margins send the shares down sharply again.
  7. Another Beat And Raise Highlights Avago's Quality

    August 28, 2013
    Avago's market share strength shouldn't be underestimated
  8. Marvell – Unicorn Of The Chip Space?

    August 23, 2013
    Marvell's gaining share and showing good growth in multiple challenging sectors
  9. Qualcomm Delivers, But Clouds Are Building On The Horizon

    July 25, 2013
    Qualcomm outperforms on the top line, but concerns about competition and margins is not likely to fade soon.
  10. Broadcom Boosts NFC-Enabled Printers - Analyst Blog

    July 15, 2013
    Leading semiconductor solutions provider Broadcom Corp recently announced that its Near Field Communication (NFC) and Wi-Fi ...
  11. So Long, Spreadtrum

    July 12, 2013
    The identity of Spreadtrum's buyer is a little different, but buying the share-leader in chips for low-end smartphones is ...
  12. Broadcom Products for DPoE 1.0 - Analyst Blog

    July 10, 2013
    Broadcom Corp recently announced that its end-to-end Ethernet Passive Optical Networking (EPON) Optical Network Units (ONU) ...
  13. Dish TV Opts for Broadcom SOCs - Analyst Blog

    July 9, 2013
    Leading semiconductor solutions provider Broadcom Corp's BCM7358HD and BCM7301SD system-on-chips (SOC) were recently selected ...
  14. QCOM Slashes Indian Wireless Stake - Analyst Blog

    July 5, 2013
    Qualcomm Inc. sold an additional 2% stake in four entities of its Indian wireless broadband business to Bharti Airtel, for ...
  15. Broadcom Forays into Indian STB Market - Analyst Blog

    July 2, 2013
    Leading semiconductor solutions provider Broadcom Corp's BCM7301 system on chip (SOC) product was recently selected by Tata ...
  16. High-Capacity Switch from Broadcom - Analyst Blog

    June 27, 2013
    Leading semiconductor solutions provider Broadcom Corp recently announced a high capacity StrataXGS switch to lead 10 gigabit ...
  17. Short Sellers Jump on ARM Holdings, Broadcom (AMAT, ARMH, BRCM)

    June 26, 2013
    Among the semiconductor stocks, Applied Materials (NASDAQ: BRCM) saw the most significant rise in short interest between ...
  18. Single Payment Ticket System by Xerox - Analyst Blog

    June 20, 2013
    Business process and document management company Xerox Corp. recently introduced TAP-enabled Los Angeles County Metropolitan ...
  19. Will Chatter Around Samsung Shipments Spook Components Stocks?

    June 7, 2013
    Weaker sales of the Galaxy S4 could put a few potholes in the road for Samsung's suppliers.
  20. Broadcom, Nvidia See Upswings in Short Interest

    May 28, 2013
    The largest percentage upswings in short interest in semiconductor stocks between the April 30 and May 15 settlement dates ...
  21. Nvidia Still Too Cheap, And Still Very Controversial

    May 10, 2013
    Investors aren't sold on Nvidia's strategy, and that shows in the stock price.
  22. Are Market Factors Pushing Qualcomm Into The Penalty Box?

    April 25, 2013
    Qualcomm's stumble on lower ASPs could make for a rocky summer.
  23. Intel – A Bond's Downside And A Stock's Upside?

    April 17, 2013
    With only decent earnings being reported, Intel must reignite growth to see meaningful capital appreciation.
  24. A Step Back For Atmel, But The Potential Is Interesting

    February 11, 2013
    Atmel needs to win sockets for the shares to outperform.
  25. 3M Hikes Dividend Payout - Analyst Blog

    February 6, 2013
    Diversified technology conglomerate 3M Company (MMM) has recently increased its dividend payout by 7.6% year over year to ...
  26. Amazon, PBS Ink Streaming Pact - Analyst Blog

    February 4, 2013
    Amazon.com Inc. (AMZN) announced a content licensing agreement with PBS Distribution, a unit of The Public Broadcasting Service, ...
  27. Forget Apple Vs. Samsung, Qualcomm Wins Either Way

    February 1, 2013
    Qualcomm continues to deliver on its awesome IP estate.
  28. PMC-Sierra Posts Decent 4Q - Analyst Blog

    February 1, 2013
    PMC-Sierra Inc. (PMCS) reported adjusted fourth quarter 2012 earnings of 10 cents per share, beating the Zacks Consensus ...
  29. Broadcom Breezes Past Estimate - Analyst Blog

    January 30, 2013
    Broadcom Corp. (BRCM) reported GAAP net income of $ 251 million or 43 cents per share versus a net income of $254 million ...
  30. IRF Beats in 2Q, Yet In Red - Analyst Blog

    January 30, 2013
    International Rectifier Corp. (IRF) has reported second-quarter 2013 loss per share of 44 cents, better than the Zacks Consensus ...
  31. Amazon Expands California Ops - Analyst Blog

    January 29, 2013
    Amazon.com Inc. (AMZN), the world's largest online retailer has announced that it will build a 1 million-square-foot fulfillment ...
  32. Danaher Reports In-Line in 4Q - Analyst Blog

    January 29, 2013
    Danaher Corporation (DHR) reported earnings of 87 cents a share in the fourth quarter of 2012, in line with the Zacks Consensus ...
  33. Lexmark Preview: Will It Beat? - Analyst Blog

    January 28, 2013
    Lexmark International Inc. (LXK) is set to report fourth quarter fiscal 2012 results on Jan 29, before the market opens. ...
  34. Apple Has Room To Get Worse Before Getting Better

    January 28, 2013
    Apple could take additional bruises before recovering.
  35. Cypress Posts Decent 4Q - Analyst Blog

    January 28, 2013
    Cypress Semiconductor Corporation (CY) reported fourth-quarter 2012 loss of 2 cents per share, narrower than the Zacks Consensus ...
  36. Danaher Preview: Will It Beat or Miss? - Analyst Blog

    January 25, 2013
    Danaher Corporation (DHR) is set to report its fourth quarter 2012 results on Jan 29. The company reported a negative surprise ...
  37. QLogic Beats 3Q Estimates - Analyst Blog

    January 25, 2013
    QLogic Corporation (QLGC) reported third quarter 2013 earnings of 15 cents, which beat the Zacks Consensus Estimate by 6 ...
  38. Teradyne Reports Decent 4Q - Analyst Blog

    January 24, 2013
    Teradyne Inc (TER) reported fourth-quarter 2012 earnings of 7 cents per share, beating the Zacks Consensus Estimate of 1 ...
  39. LSI Beats in 4Q, Outlook Disappoints - Analyst Blog

    January 24, 2013
    LSI Corporation (LSI) posted adjusted net income per share (excluding one-time items but including stock-based compensation) ...
  40. 3M Earnings Up on Record Revenues - Analyst Blog

    January 24, 2013
    Diversified conglomerate 3M Company (MMM) reported strong fourth quarter 2012 results with a net income of $991 million or ...
  41. 3M Launches New Product Portfolio - Analyst Blog

    January 22, 2013
    Diversified technology conglomerate 3M Company (MMM) recently launched a new product portfolio of Passive Optical LAN Solutions ...
  42. Linear Technology May Not Be The Best Rebound Play

    January 18, 2013
    Linear is a high-quality company, but maybe not a great stock for today's market.
  43. QCOM to Boost Home Device Bandwidth - Analyst Blog

    January 7, 2013
    In order to boost the bandwidth requirement for each home appliances, Qualcomm Atheros, Inc., which is a business arm of ...
  44. Semiconductor Stock Outlook - Jan 2013 - Zacks Analyst Interviews

    January 2, 2013
    The Semiconductor Industry serves as a driver, enabler and indicator of technological progress. Developments in the industry ...
  45. Semiconductor Stock Outlook - Jan 2013 - Industry Outlook

    January 2, 2013
    The Semiconductor Industry serves as a driver, enabler and indicator of technological progress. Developments in the industry ...
  46. Broadcom and Other Semiconductors Stocks Making Big Moves on ...

    December 21, 2012
    The Nasdaq has slipped 2%, the S&P 500 has decreased 1.9% and the Dow is trading down 1.4% on a bad morning for the market. ...
  47. Qualcomm Takes Third Place - Analyst Blog

    December 18, 2012
    According to the latest report presented by Gartner on worldwide semiconductor industry, Qualcomm Inc. (QCOM), which is the ...
  48. Semiconductors Stocks, Including Broadcom, Making Big Moves on ...

    December 18, 2012
    The market has been doing well after the morning's trading. The Nasdaq is up 1.1%; the S&P 500 is up 0.8%; and the Dow has ...
  49. Broadcom and More Big Movers in Semiconductors on December 14, ...

    December 14, 2012
    The morning has been bad for the market. The Nasdaq has slipped 0.8%; the S&P 500 has decreased 0.2%; and the Dow is trading ...
  50. TI Lowers 4Q EPS Guidance - Analyst Blog

    December 11, 2012
    Recently, Texas Instruments (TXN) or "TI" narrowed its revenue and earnings expectations for the fourth quarter of 2012. ...
  51. AMD Reduces Chip Orders - Analyst Blog

    December 7, 2012
    In yet another attempt to cut costs, Advanced Micro Devices Inc. (AMD) announced that it would reduce its fourth quarter ...
  52. Stock Market News for December 7, 2012 - Market News

    December 7, 2012
    A volatile trading session ended with markets eking out small gains propelled by a jump in Apple's shares and positive initial ...
  53. Intel Among Semiconductors' Biggest Movers on December 6, 2012

    December 6, 2012
    On a good day for the market, the Nasdaq is trading up 0.7%, the S&P 500 has increased 0.3% and the Dow has climbed 0.3%. ...
  54. Up/Downgrades

    November 26, 2012
    New York, November 26th (TradersHuddle.com) – Following are some of the upgrades and downgrades before the market open. Aeropostale ...
  55. Up/Downgrades

    November 26, 2012
    New York, November 26th (TradersHuddle.com) – Following are some of the upgrades and downgrades before the market open. Aeropostale ...
  56. Wall Street Still Isn't Buying Nvidia's Story, But Should You?

    November 13, 2012
    Nvidia is making progress in mobile, but Wall Street doesn't believe it will last. However the stock makes for an interesting ...
  57. Qualcomm Offers Some Rare Outpeformance In Chips

    November 8, 2012
    Qualcomm continues to leverage its strong technology into segment-leading growth
  58. Can Atmel Touch Bottom?

    November 5, 2012
    Can Atmel stay in front of touch controller commoditization?
  59. Does Maxim Offer Something For Everybody?

    October 26, 2012
    Maxim is gaining share in mobile, but the next few quarters could be tricky.
  60. How Many Cuts Does It Take To Reach TI's Center?

    October 23, 2012
    There are still no real signs of recovery in TI's core markets. Find out why.
  61. Earnings Preview: Texas Instruments - Analyst Blog

    October 18, 2012
    Texas Instruments Inc. (TXN) is scheduled to announce its second-quarter fiscal 2012 results on July 23, 2012, and we notice ...
  62. QCOM's Unit Intros New AV2 Chip - Analyst Blog

    October 18, 2012
    Qualcomm Atheros, Inc., which is a business arm of Qualcomm Inc. (QCOM), unveiled the new HomePlug AV2 (HPAV2) compliant ...
  63. Earnings Preview: Mellanox - Analyst Blog

    October 15, 2012
    The fabless semiconductor company, Mellanox Technologies Ltd (MLNX) is scheduled to release its fiscal second quarter 2012 ...
  64. Advanced Micro Trims 3Q Guidance - Analyst Blog

    October 12, 2012
    Advanced Micro Devices, Inc. (AMD) recently slashed its revenue and gross margin guidance for the third quarter of 2012. ...
  65. QCOM Inks Deal with Semp Toshiba - Analyst Blog

    October 11, 2012
    Qualcomm Inc.(QCOM), one of the leading manufacturers of smartphone chipsets, has entered into a long-term contract with ...
  66. Broadcom and Other Big Movers In Semiconductors on October 9, ...

    October 9, 2012
    The market is currently down, with the Nasdaq slipping 1.7%, the S&P 500 decreasing 0.8% and the Dow down 0.7%. The Semiconductors ...
  67. Stock Market News for September 6, 2012 - Market News

    September 6, 2012
    Bellwether firm FedEx's profit warnings denied most of the benchmarks a finish in the green on Wednesday. While the profit ...
  68. Semiconductor Stock Outlook - Sept. 2012 - Zacks Analyst Interviews

    September 4, 2012
    The Semiconductor Industry serves as a driver, enabler and indicator of technological progress. Developments in the industry ...
  69. Semiconductor Stock Outlook - Sept. 2012 - Industry Outlook

    September 4, 2012
    The Semiconductor Industry serves as a driver, enabler and indicator of technological progress. Developments in the industry ...
  70. The Back-And-Forth At Marvell Goes On

    August 22, 2012
    Marvell's growth is faltering, rendering valuation nearly moot. The Street is already relying on a pessimistic outlook today.
  71. Semiconductors Stocks, Including Broadcom, Making Big Moves Today

    August 16, 2012
    The market is currently up, with the Nasdaq moving up 0.8%, the S&P 500 rising 0.3% and the Dow climbing 0.3%. The Semiconductors ...
  72. Earnings Scorecard: Qualcomm - Analyst Blog

    August 6, 2012
    Following the fiscal third-quarter (ending June 30, 2012) earnings announcement on July 19, 2012, most of the analysts covering ...
  73. PMC-Sierra Beats, Guides Cautiously - Analyst Blog

    July 31, 2012
    PMC-Sierra Inc. (PMCS) has adjusted second quarter 2012 earnings of 10 cents per share, beating the Zacks Consensus Estimate ...
  74. Earnings Scorecard: Texas Instruments - Analyst Blog

    July 30, 2012
    Following the second quarter 2012 earnings announcement on July 23, more than half of the analysts covering Texas Instruments ...
  75. Big Movers on the Semiconductors Sector Today, Including INVN

    July 25, 2012
    So far today, the Nasdaq has fallen 0.8%, the S&P 500 is down 0.2% and the Dow is trading up 0.4%. The Semiconductors sector ...
  76. For Texas Instruments, The Song Remains The Same

    July 24, 2012
    Texas Instruments struggles along with its market.
  77. Semiconductors Stocks Making Big Moves on July 17, 2012

    July 17, 2012
    The market is currently down, with the Nasdaq decreasing 0.1%, the S&P 500 falling 0.1% and the Dow declining 0.2%. The Semiconductors ...
  78. Biggest Semiconductors Sector Movers for June 25, 2012

    June 25, 2012
    The market is having a bad day so far: the Nasdaq has slipped 2%; the S&P 500 has decreased 1.7%; and the Dow is down 1.3%. ...
  79. TI Narrows 2Q Guidance Range - Analyst Blog

    June 12, 2012
    Recently, Texas Instruments (TXN), or "TI," narrowed its revenue and earnings expectations for the second quarter of 2012. ...
  80. Marvell Has The Value, But What About Market Positioning?

    May 22, 2012
    Marvell is looking stronger, but will Wall Street buy the growth story?
  81. Not The Time For Chips

    May 16, 2012
    There's something to be said for trading based on seasonal trades, especially when a trader does the smart thing and that ...
  82. ARM Holdings Looks Way Ahead Of Itself

    April 26, 2012
    While ARM is likely to continue to be quite successful as a company, the inroads made by Intel might come at the cost of ...
  83. Strong Demand And Third-Party Supply Issues Trip Up Qualcomm

    April 20, 2012
    Qualcomm's management significantly revised next quarter's outlook based on supply problems. While the company remains strong ...
  84. Investors Can Do Better Than Taiwan Semiconductor

    March 20, 2012
    Taiwan Semiconductor will likely track the chip sector for better or worse.
  85. Will Warnings Derail The Chip Recovery?

    March 13, 2012
    Altera and Texas Instruments take down numbers one more time.
  86. Mellanox Hanging Out In The Right Places

    March 12, 2012
    Mellanox has substantial growth potential, but the stock is hardly undervalued given its high EV/revenue multiple.
  87. Marvell Seems Cheap, But Long-Term Growth May Be A Concern

    February 28, 2012
    Marvell looks undervalued compared to many recovering chip stocks and the near-term outlook is good.
  88. PMC-Sierra May Have More Growth In Store

    February 9, 2012
    PMC-Sierra's guidance is a disappointment, but the recovery potential looks good.
  89. Atmel's Ironic Warning

    February 7, 2012
    Atmel's warning was already widely expected.
  90. Qualcomm's Growth Story Far From Over

    February 6, 2012
    Qualcomm moves from strength to strength.
  91. Atmel's Investment Case Is Touch And Go

    January 18, 2012
    Atmel is in the doldrums, but could see a sharp rebound in 2012.
  92. Cascade Microtech - An Obscure Chip Recovery Play

    January 13, 2012
    Cascade is an overlooked way to play a semi rebound.
  93. ON Semiconductor Looking At Another Off Year

    January 4, 2012
    ON Semiconductor has a longer road back than most chip companies.
  94. 2011 In Review - Semiconductors Get Chipped

    December 29, 2011
    Chips did poorly in 2011, but valuations may be ready to rebound.
  95. Altera And Texas Instruments - One Last Cut Before The Rebound?

    December 12, 2011
    A new round of warnings suggest a bottoming-out in the chip sector.
  96. Marvell Starting To Get Interesting

    November 23, 2011
    Marvell has some drawbacks, but the valuation more than accounts for this.
  97. Wall Street Isn't Buying Nvidia's Story

    November 16, 2011
    Nvidia is getting almost no credit for its diversification strategy.
  98. Cavium Should Be Bottoming Out

    November 1, 2011
    Cavium's going through a customer inventory transition, but the growth story should come back soon.
  99. Altera's Growth Story In A Pause

    October 25, 2011
    Altera's growth is lagging now, but the stock is undervalued. There's good long-term growth potential here.
  100. Altera's Adjustment No Need For Panic

    September 12, 2011
    Altera's revision looks like the end of the beginning, not the beginning of the end.
  101. Is The Worst Of It Over For Texas Instruments?

    July 29, 2011
    Texas Instruments seems to have put in a bottom, but the amount of upside remains unclear.
  102. Fight The Tide On Novellus?

    July 12, 2011
    Novellus is in a trough, but signs are indicating that it will emerge eventually.
  103. Where Have All The Tablet Sales Gone?

    June 24, 2011
    Tablet sales have not lived up to lofty expectations.
  104. M-Commerce Continues To Grow

    June 7, 2011
    As smartphone adoption continues to grow, so will M-Commerce. As the mobile landscape expands, investors may want to consider ...
  105. Avago Trumps The Cycle

    May 31, 2011
    Find out why Avago is one of the rare chip companies showing progress.
  106. NVIDIA In Transition

    May 16, 2011
    NVDA is moving with dispatch to diversify, but valuation is a near-term roadblock.
  107. April's Worst-Performing Stocks

    May 2, 2011
    The S&P's biggest losers suffered mostly from failing to meet analysts' expectations.
  108. Marvell Technology: Not So Marvell-ous

    March 9, 2011
    Marvell's fourth quarter disappointed the Street, and near-term prospects aren't bright either.
  109. Is The New Smartphone ETF A Smart Idea?

    March 1, 2011
    FONE offers an unusually broad definition of the smartphone market opportunity.
  110. Cavium: An Antidote To Semi Malaise

    February 3, 2011
    Cavium is no bargain, but the growth plan is on target.
  111. Qualcomm Takes Another Shot At Diversification

    January 5, 2011
    Qualcomm finds a logical use for its large cash pile by acquiring Wi-Fi chip company Atheros.
  112. Atheros And Texas Instruments - Chips Ahoy

    October 27, 2010
    Chips are definitely in a slowdown cycle, as supply has more than caught up to demand.
  113. Intel Buys Its Way Into Wireless

    August 31, 2010
    Intel announces a much-rumored deal to buy the #4 smartphone wireless chip provider.
  114. Broadband Builds On Opportunities

    July 26, 2010
    Infrastructure remains one of the best long-term investments, but there's more to it than roads and bridges.
  115. Silicon Labs - Quality Doesn't Come Cheap

    April 30, 2010
    Strong first quarter earnings should remind investors of the earnings power at Silicon Labs.
  116. Several Giants Set To Report

    February 1, 2010
    These big companies have yet to report earnings - and it will be worth it to hear.
  117. Semiconductors On The Mend

    June 15, 2009
    Though there may still be some rough times ahead, the semiconductor market is looking like a promising investment.
  118. Weekly World Tour, Wall Street Style - Southeast Asia

    September 22, 2008
    This week's tour examines investment options in fast-growing Southeast Asia.
  119. Deconstructing the iPhone's Success

    August 26, 2008
    We crack open an iPhone to see who supplies the innards. The phone is a hit, but will suppliers be pulled along in the wake?
  120. Nokia Redistributes The Chips (NOK)

    August 16, 2007
    Three new companies are getting a chance to make chips for Nokia phones. Will this balance the game?
  121. Qualcomm's Legal Problems Loom Large (QCOM)

    August 9, 2007
    Disputes with with Broadcom and Nokia are heating up. Investors beware, high litigation costs could be coming.
  122. Lessons Learned From Qualcomm and EMC (QCOM, EMC)

    July 19, 2006
    Despite the factors identified in our earlier fundamental analysis, Qualcomm and EMC took different paths than expected.
  123. Eyeball To Eyeball

    July 10, 2006
    While Nokia and Qualcomm have been standing off, neither seems ready to back down.
  124. Intel Treads Water

    April 18, 2006
    Intel is destined to remain a market performer.
  125. Earnings Ain't What They Used to Be

    November 1, 2005
    Getting lost in all the earnings numbers being thrown your way? Let's take a closer look at the number companies are reporting ...
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