Chipset News: Qualcomm, Inc. (QCOM)’s Next-Generation Gateways, Intel Corporation (INTC)’s Acquisition & Broadcom Corporation (BRCM)

Editor’s Note: Related tickers: QUALCOMM, Inc. (NASDAQ:QCOM), Intel Corporation (NASDAQ:INTC), Broadcom Corporation (NASDAQ:BRCM), Morgan Stanley (NYSE:MS), Wells Fargo & Co (NYSE:WFC)

QUALCOMM, Inc.Qualcomm: Service providers demanding 802.11ac in new Wi-Fi gateways (FierceBroadbandWireless)
The 802.11ac Wi-Fi standard is gaining momentum as service providers demand inclusion of the technology in the network products they buy and compatible client devices roll out to the mass market, according to a QUALCOMM, Inc. (NASDAQ:QCOM) executive. “We already see great growth in service providers looking at RFQ’s (requests for quotation) for next-generation gateways. I can say across the board they’re all including 802.11ac,” said Todd Antes, vice president of product management at QUALCOMM, Inc. (NASDAQ:QCOM) Atheros, in an interview with FierceBroadbandWireless. …Selected for inclusion in the alliance’s 802.11ac test bed were two QUALCOMM, Inc. (NASDAQ:QCOM) products: the Vive 3-stream dual-band, dual-concurrent router and Vive 3-stream, PCIe client. The vendor says its Vive network platforms, available in both 2- and 3-stream options, deliver data rates up to 866 Mbps and 1.3 Gbps, respectively.

Intel Corp.’s “Buy” Rating Reaffirmed at TheStreet (INTC) (WatchlistNews)
TheStreet restated their buy rating on shares of Intel Corporation (NASDAQ:INTC) in a report issued on Tuesday, AnalystRatingsNetwork reports. “Intel Corporation (NASDAQ:INTC) has been reiterated by TheStreet Ratings as a buy with a ratings score of A-. The company’s strengths can be seen in multiple areas, such as its largely solid financial position with reasonable debt levels by most measures, reasonable valuation levels, expanding profit margins and notable return on equity. We feel these strengths outweigh the fact that the company has had somewhat weak growth in earnings per share.,” the firm’s analyst commented. Intel Corporation (NASDAQ:INTC) has been the subject of a number of other recent research reports. Analysts at Wells Fargo & Co (NYSE:WFC) reiterated an outperform rating on shares of Intel Corporation (NASDAQ:INTC) in a research note to investors on Monday.

Broadcom Corp. (BRCM) Declares Quarterly Dividend of $0.11 (WatchlistNews)
Broadcom Corporation (NASDAQ:BRCM) declared a quarterly dividend on Thursday, August 15th, StockRatingsNetwork.com reports. Shareholders of record on Friday, August 30th will be given a dividend of $0.11 per share on Monday, September 16th. This represents a $0.44 dividend on an annualized basis and a yield of 1.66%. A number of research firms have recently commented on Broadcom Corporation (NASDAQ:BRCM). Analysts at Morgan Stanley (NYSE:MS) cut their price target on shares of Broadcom Corporation (NASDAQ:BRCM) from $36.00 to $34.00 in a research note to investors on Tuesday.

Samsung Galaxy Note 3 To Come In Exynos And Qualcomm Variants [Rumor] (Ubergizmo)
Earlier this year Samsung announced their new line of Exynos chipsets, the Exynos 5-series Octa-core chipsets that made its debut in devices like the Samsung Galaxy S4. In terms of marketing, hearing the word “octa” to describe the number of cores your phone has definitely sounds good, but at the same time the QUALCOMM, Inc. (NASDAQ:QCOM) Snapdragon 600 chipset isn’t a slouch either, but unfortunately some regions got the octa-core, while other regions got the quad-core. Some were speculating that with the upcoming Galaxy Note 3, perhaps Samsung has figured out a way to get their new Exynos 5420 to play nice with regions all around the world, but it doesn’t look like that will be the case.

Apple & Qualcomm look strong: Pro (CNBC)

Intel Acquires Fujitsu Wireless to Expand Its Mobile Capabilities (ArcWeb)
Intel Corporation (NASDAQ:INTC) confirmed that it acquired last month Fujitsu Semiconductor Wireless Products Inc. (FSWP), the Tempe, Arizona-based subsidiary of Fujitsu that developed an advanced multimode LTE RF transceiver. The financial terms of the deal were not disclosed. Intel Corporation (NASDAQ:INTC) made the acquisition to expand its mobile capabilities. Intel Corporation (NASDAQ:INTC) reports the move was “very important,” because it gave Intel Corporation (NASDAQ:INTC) access to the mobile communications transceiver and design team previously described as probably the best standalone RF team in the world. Intel Corporation (NASDAQ:INTC) likely would have made such a move to help it win design slots in mobile equipment, such as smartphones and tablet computers. The RF team’s lineage goes back from Fujitsu to Freescale Semiconductor and before that to Motorola’s semiconductor product sector.

The Case Builds for Broadcom as a Value Stock (247WallSt)
Broadcom Corporation (NASDAQ:BRCM) is supposed to be a technology and semiconductor winner in the migration to tablets and smartphones and as mobile communication rises. Unfortunately, its shareholders are finding out that this path to victory is not assured and can come with hefty losses along the way. While stocks are very close to all-time highs on the DJIA and S&P 500, shares of Broadcom Corporation (NASDAQ:BRCM) are far closer to 52-week lows than to the 52-week highs. This chip player is down and out and severely out of favor, but at some point the value investor crowd is going to have to pay attention here, based on its current share price and valuations. We took a look at this against QUALCOMM, Inc. (NASDAQ:QCOM) for a basic valuation comparison.

Intel Corporation (NASDAQ:INTC) Releasing New Optical Interconnect Technology; LSI, ALTR, CRUS, SCTY, HSOL, (FiscalInsider)
Before the Intel Corporation (NASDAQ:INTC) Developer Forum next month, Intel Corporation (NASDAQ:INTC) and Corning are release a new optical interconnect technology able of 1.6 terabits per second. The firm declared that the Dubbed MXC interconnect is designed to supercharge the interconnection of servers in data center surroundings, where present networking technologies are stressed to continue with the massive growth of cloud computing. The technology might ultimately infiltrate down to consumer devices, although don’t overlook that Intel Corporation (NASDAQ:INTC)’s Thunderbolt interface was initially an optical interconnect called Light Peak, then switched to copper to cuts costs.