| PAST TOP PICK | 35.390 | David Burrows | (A Top Pick Feb 6/06. Down 24.4%.) He exited Mar 10/06 at about $44, which would've been a loss of about 6%. | 2007-02-20 | |
| DON'T BUY | 28.020 | David Burrows | Coming of the correction in May, semiconductors had a very poor 1st half of the year and he was stopped out of his position. Now starting to look more interesting. This company has some lower revisions estimates. | 2006-09-13 | |
| DON'T BUY | 30.050 | David Driscoll | It would take them 2 years of cash flow to handle one-year of their capital expenditures i.e., they are spending more than they are earning. They have a lot of competition. | 2006-08-17 | |
| BUY | 40.410 | Ian Ainsworth | One of the leaders. One of the few companies that combines digital and analog in a CMOS platform. Have a record of staying ahead in the marketplace and being one of the most feared companies in their space. | 2006-05-09 | |
| BUY | 41.571 | Ben Rogoff | One of the highest quality companies. Likes the space. Pulling back a little bit which is a reflection of what is going on in the semiconductor space. Semiconductor inventories have been ticking up which is spooking the market. This company has wide exposure to many areas. A core holding. | 2006-04-24 | |
| DON'T BUY | 43.550 | Peter Hofstra | The communications chip manufacturer. Have a terrible financial history. They are in a pretty good position now with the HDTV roll out but you have to be careful with them. If you own, take some money off the table before they drop again. | 2006-04-11 | |
| TOP PICK | 70.220 | David Burrows | There is tons of demand for wireless data and this company makes chips that supply into this area as well as HDTV and digital TV. They have the ability to price. Recent report had earnings 15% above expectations. | 2006-02-06 | |
| BUY | 30.300 | John Sinkins, CFA | Stock has been oversold on a technical basis. Very volatile. Looks like there is some interest building up in it. | 2004-09-13 | |
| DON'T BUY | 44.950 | Reza Samahin | The stock has been strong for so long and is probably getting close to the end of it. | 2004-06-24 | |
| BUY | 22.140 | John Sinkins, CFA | Likes at this price. Can see it moving up over the next 6 months. | 2003-07-28 | |
| BUY on WEAKNESS | 22.900 | Ian Ainsworth | Have had some contraversial management changes. Server works is continuing to grow, but some questions on the second half. Broad platform in the integrated circuit world. Mackenzie is selling their shares now, but would buy back when it drops. | 2003-07-24 | |
| DON'T BUY | 25.380 | Brad Willock | Way too expensive. Growth is decent. Could be a trading stock. | 2003-07-17 | |
| BUY on WEAKNESS | 24.650 | Ian Ainsworth | Have a broad platform of products. Some controversy in loss of some management. A little high. | 2003-06-13 | |
| BUY | 26.010 | Robert McWhirter | Ranks midpoint in their database model. Earnings estimates are going up. Has reasonable opportunities ahead of it. | 2003-06-06 | |
| DON'T BUY | 22.030 | Brad Willock | Very expensive. Very volatile. Could be an interesting buy if tech takes a drop. | 2003-05-23 | |
| BUY on WEAKNESS | 33.190 | Howard Sutton | A leader in its space. Not cheap. Could drop. A good stock for a portfolio. | 2002-04-26 | |
| DON'T BUY | 49.320 | Noah Blackstein, B.A., CFA | Well positioned for long term future growth. In the short term it will languish. | 2002-01-11 | |
| DON'T BUY | 47.700 | Joe Connolly | Good management, but in an area that needs more momentum. | 2002-01-03 | |
| DON'T BUY | 43.950 | David Burrows | Expects a slowdown in revenue for 2001/2002 | 2001-12-10 | |
| PAST TOP PICK | 29.840 | John Sinkins, CFA | (Was a top pick on Jun 6 down 10.6%) Fast growing company. Still attractive. | 2001-10-15 | |
| PAST TOP PICK | 45.480 | John Sinkins, CFA | (Was a top pick on Jun 6/01 up 29%) Chip makers will lead the tech sector up. | 2001-08-07 | |
| TOP PICK | 35.570 | John Sinkins, CFA | Has dropped in price, but sees a good upside. | 2001-06-06 | |
Experts that have talked about Broadcom Corp.
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