j*a
2 楼
Thanks
s*r
3 楼
Mars
b*r
4 楼
BRCM,三年内到75。。。
我是BRCM的pumper。。。请不要当真,嘿嘿。。
不过现在BRCM>QCOM>MRVL>NVDA,四小龙BRCM居首~
我是BRCM的pumper。。。请不要当真,嘿嘿。。
不过现在BRCM>QCOM>MRVL>NVDA,四小龙BRCM居首~
l*s
14 楼
why FA it is good? P/E is already very high and considering it is the
best
quarter ever... and lots of old guys in BRCM will exercise their options
this year (expire next year). Many ppl have 10-50k options with strike
price 1x$...
It is already a big company and many markets already matured.ie. set top
box, wifi-
combo, enterprise networking...
what's the future growth area of BRCM? Mobile...but so far mobile
hasn't
show a single smartphone design win yet... it needs to compete with big
Q and
MTK ...
【在 b******r 的大作中提到】
: 详细说说嘛,BRCM啥地方不好?我就是觉得背后庄家控盘比较毒辣。FA wise,
: 还是不错的嘛。
best
quarter ever... and lots of old guys in BRCM will exercise their options
this year (expire next year). Many ppl have 10-50k options with strike
price 1x$...
It is already a big company and many markets already matured.ie. set top
box, wifi-
combo, enterprise networking...
what's the future growth area of BRCM? Mobile...but so far mobile
hasn't
show a single smartphone design win yet... it needs to compete with big
Q and
MTK ...
【在 b******r 的大作中提到】
: 详细说说嘛,BRCM啥地方不好?我就是觉得背后庄家控盘比较毒辣。FA wise,
: 还是不错的嘛。
b*r
16 楼
Thanks for your analysis, :-P
【在 l******s 的大作中提到】
: why FA it is good? P/E is already very high and considering it is the
: best
: quarter ever... and lots of old guys in BRCM will exercise their options
: this year (expire next year). Many ppl have 10-50k options with strike
: price 1x$...
: It is already a big company and many markets already matured.ie. set top
: box, wifi-
: combo, enterprise networking...
: what's the future growth area of BRCM? Mobile...but so far mobile
: hasn't
【在 l******s 的大作中提到】
: why FA it is good? P/E is already very high and considering it is the
: best
: quarter ever... and lots of old guys in BRCM will exercise their options
: this year (expire next year). Many ppl have 10-50k options with strike
: price 1x$...
: It is already a big company and many markets already matured.ie. set top
: box, wifi-
: combo, enterprise networking...
: what's the future growth area of BRCM? Mobile...but so far mobile
: hasn't
d*r
17 楼
That's way too much for brcm being not a single design win... it is shipping
to nokia and sumsung already.
【在 l******s 的大作中提到】
: why FA it is good? P/E is already very high and considering it is the
: best
: quarter ever... and lots of old guys in BRCM will exercise their options
: this year (expire next year). Many ppl have 10-50k options with strike
: price 1x$...
: It is already a big company and many markets already matured.ie. set top
: box, wifi-
: combo, enterprise networking...
: what's the future growth area of BRCM? Mobile...but so far mobile
: hasn't
to nokia and sumsung already.
【在 l******s 的大作中提到】
: why FA it is good? P/E is already very high and considering it is the
: best
: quarter ever... and lots of old guys in BRCM will exercise their options
: this year (expire next year). Many ppl have 10-50k options with strike
: price 1x$...
: It is already a big company and many markets already matured.ie. set top
: box, wifi-
: combo, enterprise networking...
: what's the future growth area of BRCM? Mobile...but so far mobile
: hasn't
b*r
18 楼
leonidas was talking about smart phone design win.
BRCM got some cell phone design wins with smart features, not exactly smart
phone.
Hopefully things gonna change soon.
shipping
【在 d*****r 的大作中提到】
: That's way too much for brcm being not a single design win... it is shipping
: to nokia and sumsung already.
BRCM got some cell phone design wins with smart features, not exactly smart
phone.
Hopefully things gonna change soon.
shipping
【在 d*****r 的大作中提到】
: That's way too much for brcm being not a single design win... it is shipping
: to nokia and sumsung already.
d*r
19 楼
Then I have to agree. Sorry I missed that.
j*a
20 楼
大夫,how about some TA on BRCM ? thanks
L*n
21 楼
a big cap tech that breaks out with a gap. tested the gap when CSCO scared
everyone. it's now ready to march on.
everyone. it's now ready to march on.
M*8
24 楼
Next worthwhile short-term bottom around $40.1
Based on new method for forecasting safe short-
term bottoms.
Even safer would be about $39.1 but may not get
there before rallying.
We shall see.
Based on new method for forecasting safe short-
term bottoms.
Even safer would be about $39.1 but may not get
there before rallying.
We shall see.
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