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Broadcom beats analyst views on record sales

7/27/2010 09:01 PM EDT
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re: Broadcom beats analyst views on record sales
Tunrayo   7/29/2010 12:20:15 PM
We must be careful when we analyze the latest sales figures reported by chip makers at this time of the year. It is more informative to find out how they are doing their accounting. For instance, I feel most of their customers may have placed huge orders for chips in the previous quarter. These early orders are needed so that the customers have enough lead time to complete their own products for shipping in time for the holiday season. Broadcom for instance may have chipped these orders in the revenue portion their books even though they have not received any money. I would not be too surprised if sales figures for chip manufacturers flatten in the last two quarters

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re: Broadcom beats analyst views on record sales
eewiz   7/29/2010 5:56:06 AM
1.6B in 1 quarter is pretty impressive. Seems Broadcom already about to overtook Infineon in sales last quarter. I guess, with so many sockets in Apple iProducts, this shouldnt come as a surprise to the analysts.

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