Broadcom Corp (BRCM)

Best in their industry

Broadcom is apparently wll loved because it is a technical innovator and deals in semiconductor for wired and wireless communications. The company is a leader in its rapidly growing field, but it has been unable to turn this leadership into reliably high profits. This year the company is projected to earn only $0.18 per share and in 2010 earnings will hopefully balloon to $0.78 per share. To be rair, I ought to mention that the company sports $4.00 per share in net cash, which means it is financially solvent. Subracting cash per share from the current share price leaves an adjusted share price of $25.51, which compares to an earnings estimate of $0.18 per share in 2009 and $0.78 per share in 2010. The price for this company is simply too rich.

This is part of the mobile internet index that Cramer is touting I looked and figured what the hay its worth a shot to see if they grow they way he thinks they will. His thesis is that the mobile internet while be as big a game changer as the original internet was. Being a CTO I do not think it will be that big a movement but it will provide enough growth for his index to work just not be the huge bust out he thinks it will be. What your looking at is replacing every cell phone and laptop with a device that can connect to the internet at broadband speeds form just about anywhere in the US. The only problem I with his choice is that he left out HP and DELL and Lenovo the big laptop makers they will have a play and I am including them in my version of the index. It's been a flop so far but I have hopes.

With a major technology cycle underway, Broadcom is positioned to see revenue and profits jump over the next 18 months.

I like the buybacks, I like the inside ownership, I like the no debt, and the strong cash flow that's there if they don't do buybacks

There will be only a few Tech Winners - Broadband will be one of the areas.... Cisco and Broadcom will be there LET THERE BE NO DOUBT

Another good stock headed down. The government has muddied the water. Things (financial condition) don't matter.

January sell after holiday?

The loss of the cocaine warehouse business unit will negatively affect operating margins.

Even with a further market declines and uncertainty Broadcom will hold up. The lowest this stock can go is around $12.50 on the worst case scenario.

brcm

Oversold.

Best 3G, HDTV tech, among other things.

Double down on losing position. Good future prospects.

very strong IP position

wave baby.

Well balanced portfolio of products. No Debt. Record Revenue. Increased Forecast. R&D Investing that is producing new quality products. Stock is Oversold as of 7/25/2008.

iPhone component maker will rise up on the iTide

Broadcom will continue to be the leader in the development of chipsets for Ethernet and Wireless LAN connectivity. In addition they will also lead in 3G+ chipsets for cellular applications and in chipsets for Cable/DSL. With Henry Samueli's guilty plea in the stock option backdating issue behind them, Broadcom can now focus on maintaining and growing their technology leadership in the Networking and Cellular sectors. Having sold and marketed Broadcom products for several years with their first U.S. Distributor, I can attest to their technological leadership and strong marketing and sales prowess.