Hey, look...BRCM had the money in capitalization. That is the time to do the deals...that's when they all do the deals...CSCO, MSFT, INTC, AOL, etc...when your stock is high you have the means to do it...
BRCM positioned themselves with wireless broadband, video compression and a lot more. A nice little portfolio of talent, if you ask me...
Now, if you're a trader (and I've done my share, believe me) then you can nitpick when they're down and cheerlead when they're up, but if you're truly looking at the long-term (in a business sense, not the BS the mutual funds feed you), BRCM is well-positioned. The ball is in their court...now let's see how they play it. |
