<Broadcom looks very likely to be an emerging gorilla>
It very well could....BUT before it gets there it's going to have some serious growing pains to fight through, hence the stock price slide. This thing could fall another 50-75% before all is said and done, IMO.
When things go bad in the chip biz they tank to about 3x sales..."Broadbummed" is still (TTM) 26.12, call it a great company, Gorilla in the making if you wish and it falls to 10x or so....OUCH, still.
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check this out also...
Disaster Of The Day: ReplayTV Regroups
By Amy Doan
Holiday shoppers who have already bought ReplayTV units for their loved ones have got to be feeling a little irritated right now. Then again, there can't be many of them, or ReplayTV wouldn't be hurting so badly.
The company is cutting close to half of its staff, including its chief executive and six top managers, and trying to transform itself from a consumer electronics maker into a licensing outfit. Anthony Wood, who founded the company in 1997, will replace departing chief Kim LeMasters. While ReplayTV says it won't abandon existing customers, it is going to ``commit fewer resources to the manufacturing and direct marketing of its house-brand digital video recorders.'' Instead it will focus on licensing its technology to other entertainment hardware companies and network operators.
Message 14897667
thanks to Divit on the CUBE thread
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Guess Who's chips (i'm 90% sure) are in ReplayTV boxes??
That's right, VisionTech's.
Great purchase Henery, no wonder Vison was willing to sell out and don't mind a 12+% chop the first day of the deal. |
