I don't follow the stocks that you mentioned, so I'm unable to make comparisons with BRCM.
IMO, one thing that helps BRCM is the adage of not having all their eggs in one basket. Being involved in just one high growth market like ethernet networking, xDSL's, DBS, cable set-top boxes, is reason enough for Wall Street to heap praise (not to mention a high multiple). With involvement in all, IMO, gives justification for the multiple BRCM has (I guess with this week, its PE has shied away from 100 <G>)
BTW, I didn't see this article posted regarding BRCM's numbers. Interesting comment by CEO Nicholas' vision for the company. Talk like this might be starry eyed, but I like it <g>
herring.com
Perhaps you can make comparisons with BRCM to the companies you mentioned. We could all learn some more and maybe get this thread a little more active <G>.
Regards,
Pat
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