edamo-re: management, market share, valuation+...
Interesting, but....
Care to comment on the info below?
What do these analysts and noted economists see differently from you?
Granted, most firms can't maintain their growth rates as their mature, momentum remains.
Also, quality rarely comes cheap. Different investors carry different objectives, risk tolerances and life expectancy.
Good luck to you.
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Here are a few broadband companies that some smart guys are keen on.
Broadband also requires a whole new generation of chips and chipmakers, such as Broadcom, the red-hot maker of integrated circuits used in cable modems and all sorts of other applications. Run by gonzo CEO Henry Nicholas, ...
fortune.com
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cnetinvestor.com
Irvine, California-based Broadcom was on track to reach the goal of $1 billion in annual sales as a public company in 2000, 10 years faster than chip giant Intel Corp. did.
Among all of the U.S. companies that went public in 1998, Broadcom ranked fifth in performance, with a return of 1,657 percent as of Monday.
Analysts are betting on Nicholas. ''You're going to tend to see a limited number of companies out there doing extremely well, and Broadcom will be one of them,'' said Joseph Osha of Merrill Lynch & Co., who rates Broadcom shares a long-term buy. Twenty of the 22 analysts who follow Broadcom rate it a buy.
Osha said Broadcom will shine because telecommunications equipment makers are likely to buy more chips from outside vendors rather than develop their own and because Broadcom's engineers have shown they can deliver.
And industry powerhouse Intel is watching Broadcom's every move.
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brookings.org
What about the impact of broadband hookups to the Internet, including faster cable, telephone (DSL, or Digital Subscriber Line), wireless, and perhaps one day, direct fiber optic connections? Shouldn’t the increase in speed accelerate the projected productivity impacts?
Surely, broadband has already made life easier for the approximately 3 percent of the population who have it.
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Selected stats:
yardeni.com;*
price 12/21/00 EPS 00* EPS 01* EPS Growth 01*, EPS 5-yr Growth*
BRCM BROADCOM ~$88 1.01 1.45 43.6 50.0
INTC INTEL CORP $34 1.68 1.76 4.8 20.0
LU LUCENT TECH $13 1.01 0.43 - 57.4 18.5
ATML ATMEL CORP $13 0.54 0.88 63.0 25.0 |
