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Technology Stocks : Semi Equipment Analysis -- Ignore unavailable to you. Want to Upgrade?

To: etchmeister who wrote (27530)	12/19/2005 3:34:56 PM
From: sixty2nds	Read Replies (1) \| Respond to of 95632

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.