More Good News for Broadcom Corporation (BRCM)

It is my belief that Intel’s “Bay Trail” platform is also validated with Intel’s “Wilkins Peak 2” 2×2 802.11ac + Bluetooth combo chip at the high end (although I am working to get confirmation of this), but appears to also be validated with a suite of Broadcom Corporation (NASDAQ:BRCM)’s parts, particularly as I do not believe Intel itself supplies a wide range of connectivity combo chips. I also highly suspect that the platform is validated with NFC solutions from Broadcom and NXP Semiconductors NV (NASDAQ:NXPI), but I am unclear as to whether Intel has its own NFC solution. At any rate, I believe that this could be a real positive for Broadcom’s share across the tablet/convertible PC space, particularly if Intel’s platform takes off.

Conclusion
Broadcom Corporation (NASDAQ:BRCM) is a classic example of a high-quality, beaten-down name with plenty of upside potential. While I believe that the company still needs to prove itself in the cellular space, and while I would keep an eye on potential market share shifts in the connectivity combo space, I’m excited by the networking opportunity and believe that if the company executes correctly, there is a multi-year growth opportunity across all of its operating segments.

The article More Good News for Broadcom originally appeared on Fool.com.

Ashraf Eassa owns shares of Intel and Broadcom. The Motley Fool recommends Apple, Intel, and NXP Semiconductors . The Motley Fool owns shares of Apple and Intel. 

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