Semi Equipment Analysis Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Semi Equipment Analysis

SOXX 306.04

0.0%

4:00 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: etchmeister who wrote (27530)	12/19/2005 3:34:56 PM
From: sixty2nds	Read Replies (1) of 95638

Another story about BRCM....08:45 BRCM Broadcom upgraded to Buy at AmTech (49.02 ) -Update- AmTech upgrades BRCM to Buy from Hold and sets $59 tgt, saying the co has "been on a tear" with the Bluetooth business growing 30-60% Q/Q for the past three quarters. The firm believes this will continue as Bluetooth penetration in cell phones is about 30-35%; and they expect penetration to continue in 2006-2007. They also say the video processor business is also growing rapidly, courtesy of AAPL's VPOD, and they believe that the co started shipping multimedia processors into VPODs in Q3:05. Based on firm's checks, this business should be a solid contributor in 4Q05 and 1Q06 and should be able to offset Q1 seasonality.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next