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

To: Sam who wrote (53703)9/13/2011 7:42:16 PM
From: Donald Wennerstrom  Read Replies (1) | Respond to of 95530
 
I have not followed NETL at all, but almost at the minute the merger with BRCM was announced, some "entity"(I can't remember the name and I am too lazy to look it up) was asking for an investigation of NETLs "board" claiming they sold NETL too cheap and therefore the investors in the company were defrauded! It seems like a 50 percent gain in one day was not enough.

Don



To: Sam who wrote (53703)9/13/2011 8:45:29 PM
From: brokenst0nes  Read Replies (1) | Respond to of 95530
 
Steep price for sure, but then big growth potential ahead. Expanded networking TAM for Broadcom of around $12B, and most of that not currently addressed, i.e chips in development, so not reflected in current revenue, and expanding market with 4G putting big demands on the overall network.


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