Silicon Investor (SI) -- The First Internet Community

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.

Strategies & Market Trends : The New Economy and its Winners -- Ignore unavailable to you. Want to Upgrade?

To: Lizzie Tudor who wrote (23715)	3/17/2005 9:45:36 AM
From: Bill Harmond	Respond to of 57684

08:34 BRCM Broadcom: Upside to estimates is likely in the near-term - Merrill Lynch (30.01 ) Merrill Lynch notes that last night BRCM customer DISH (10% of BRCM sales) filed its 10-K, and after four consecutive quarters of sequential growth, DISH's inventories declined 30% sequentially on an absolute basis. While firm doesn't expect a sharp snapback in BRCM's satellite STB IC orders, the magnitude of the inventory reduction at DISH suggests that some upside to our estimates is likely in the near-term.