notsoquick

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  • Broadcom Enters FTTH Chipset Market
    I think it will take longer than expected to see actual shipments from Broadcom for MOCA chips, as there is a big lag between being qualified at a vendor and actually shipping product for the marketplace (12-18 months). This gives ENTR a lot of runway to continue to get near-term revs from Verizon, strengthen the product offering (next gen MOCA products), and start shipping to other cable providers who plan to over MOCA over the next year.

    helpme, u can borrow my shares, if u want to short..
    Jul 07 18:13 pm |Rating: 0 0 |Link to Comment |View article

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