Bimbeskönig`s TopPicks Teil I : Broadcom Corp. - 500 Beiträge pro Seite

[bimbeskönig]

Hallo Jungs & Mädels,

in Zukunft möchte ich euch meine Depotwerte ein wenig vorstellen und deswegen werde ich zu jedem einen Thread eröffnen,
in dem ich zu Beginn knappe Infos zur Aktie geben werde. Ich hoffe auf eine sachliche Diskussion

Heute ist die Aktie von Broadcom Corp. an der Reihe:



Daten zur Aktie:

aktueller Kurs: 242 US $
WKN: 913684
Nasdaq-Kürzel: BRCM
52Wochen-Hoch/Tief
Marktkapitalisierung: 53,77 Milliarden US $ (bei einem Kurs von 242 US $)

Kurzes Unternehmensporträt

Broadcom Corporation is the leading provider of highly integrated silicon
solutions that enable broadband digital transmission of voice, video, and data.
Using proprietary technologies and advanced design methodologies, the
company designs, develops and supplies integrated circuits for a number of the
most significant broadband communications markets, including the markets for
cable set-top boxes, cable modems, high-speed local, metropolitan and wide
area networks, home networking, Voice over Internet Protocol (VoIP),
residential broadband gateways, direct broadcast satellite and terrestrial digital
broadcast, optical networking, digital subscriber lines (xDSL) and wireless
communications.

Die Zahlen

Die Zahlen der letzten 4 Jahre können unter folgendem Link abgerufen werden:

http://www.siliconinvestor.com/research/financials_hl.gsp?s=…

Die letzten Quartalsergebnisse (Q3 / 2000)

erwarteter Gewinn: +24 Cent/Aktie
Flüsterschätzungen: + 26 Cent/Aktie
gemeldeter Gewinn: + 30 Cent/Aktie

Broadcom erzielte einen Umsatz im dritten Quartal von 319.2 Millionen US $, was einem Wachstum von 128.7% gegenüber 139.6 Millionen US $ im Vorjahresquartal bedeutet. Der Umsatz gegenüber dem zweiten Quartal stieg um 30.2%, als man 245.2 Millionen US $ umsetzte. Der Nettogewinn belief sich auf 78.7 Millionen US $ gegenüber 28.7 Millionen US $ im Vorjahresquartal oder 61.1 Millionen US $ im zweiten Quartal dieses Geschäftsjahres.

Der Chart:



Internetpräsenz:

www.broadcom.com

mfg,

bimbes
www.aktienfuxx.de

[Stephen]

Ich glaube, diese Aktie ist reichlich überbewertet und werde mir vielleicht einen kleinen Put kaufen, was hältst Du davon? Gruß SR

[bimbeskönig]

Hallo Stephen,

ich halte die Aktie langfristig gesehen für ein ausgezeichnetes Investment. Kurzfristig könnte es natürlich runtergehen. Einen Optionsschein auf diese Aktie finde ich aber sehr spekulativ, so dass ich dir davon eher abraten würde.

mfg,

bimbes

[bimbeskönig]

Hallo Aktionäre,

Der Hersteller von Mikrochips für High-Speed-Internetzugänge, Broadcom (Nasdaq: BRCM), wird am 30. Oktober in den Nasdaq 100-Index aufgenommen.
Das Unternehmen nimmt dabei den freien Platz ein, den Lycos durch die Fusion mit dem spanischen Internet-Provider Terra Networks hinterlassen wird.

Broadcom, aktuell mit etwa 54 Mrd. Dollar an der Börse bewertet, hat sich auf die Entwicklung von Halbleitern für Kabelmodems, Set-Top-Boxen und Breitbandnetzwerken spezialisiert. Im abgelaufenen 3. Quartal 2000 lag der Umsatz bei 319,2 Mio. Dollar, 128,7 Prozent mehr als in der Vorjahresperiode.
Der Gewinn im genannten Zeitraum lag bei 30 Cent je Aktie.

mfg,

bimbes

[oppaduska]

mal eine frage:

wie soll sie sich halten mit über 50 mia dollar? bei 300 mio umsatz?

ist das nicht etwas zu viel?

[bimbeskönig]

Hallo oppaduska,

deine Frage ist zwar völlig berechtigt, allerdings bringst du da etwas auseinander! Nicht der Umsatz für das ganze Geschäftsjahr 2000 liegt bei 300 Mio, sondern nur der Umsatz im dritten Quartal! (exakte Zahl: 319 Mio US $). Auch solltest du bedenken, dass 1 US $ ca. 2,30 DM sind, womit sich die Umsatzzahlen schon deutlich aufhellen. Für das Gesamtjahr wird übrigens ein Umsatz von über 1,1 Milliarden US $ erzielt werden.
Im Vergleich zu den anderen HighTechs ist Broadcom damit nicht ungewöhnlich hoch bewertet, wobei man ein Wachstum von 30% von Quartal zu Quartal zu verzeichnen hat

mfg,

bimbes

[bimbeskönig]

1.11.2000:

Broadcom rolls digital TV chip


Calif. - Broadcom Corp. has rolled out a vestigial-sideband (VSB) demodulation
chip for the U.S. digital TV market that it claims outperforms competing devices
in reception.

The BCM3510 chip, developed in joint efforts with Sony Corp., is being described
as a combined VSB/QAM demodulator suitable for "cable-ready" digital TVs or
set-top boxes.

It has already demonstrated "significantly better VSB reception capabilities in
the Advanced Television Systems Committee-sponsored field tests," said John
Cooper, director of satellite and HDTV marketing at Broadcom, here.

Although this is Broadcom`s first publicly announced VSB chip, the company said
it is no stranger to the VSB market. Broadcom engineers have enhanced the
performance and features of the previously sampled but unannounced BCM3500 in
the new device, particularly in equalizer, gain control, and adjacent and
co-channel rejection. They also cut the BCM3510`s power consumption to less than
1 watt, against 2.5 W for the earlier chip.

mfg,

bimbes

[bimbeskönig]

Broadcom`s Broadband Technology Enables Gateway`s ``Connected Home`` Internet Appliances

Broadcom`s Industry-Leading Cable-Ready DOCSIS/EuroDOCSIS Cable Modem, VoIP, Set-TopVideo and HomePNA 2.0 Networking Technologies Power the Gateway Connected Home Today

NEW YORK--(BUSINESS WIRE)--Nov. 10, 2000-- Broadcom Corporation (Nasdaq:BRCM - news), the leading provider of integrated circuits enabling broadband communications, is providing an entire array of industry leading broadband technologies to power the new, easy-to-use Gateway Connected Home, unveiled today at a media event in New York City, as well as in 239 Gateway Country stores nationwide.

Using Broadcom`s broadband access and home networking technologies, Gateway is now offering a range of products and services that will accelerate the proliferation of new home Internet devices, making the vision of the connected home a reality today. Gateway`s new products and services, which include product demonstrations, training and installation, will make it possible for consumers to easily share and manage broadband content throughout the home, supporting applications such as IP telephony, enhanced TV, broadband Internet access, peripheral sharing and online gaming, as well as superior quality music and video programming.

``Gateway is the first consumer home appliance company to bring to market the power of broadband in a full-service, end-to-end consumer solution,`` said Tim Lindenfelser, Vice President and General Manager of Broadcom`s Broadband Communications Business Unit. ``By providing easy-to-install home networking devices based on Broadcom`s technology, along with training and installation in retail stores nationwide, Gateway is aiding service providers in the deployment of new broadband access services to and throughout the home. New applications resulting from the Gateway Connected Home will increase revenue and customer retention among broadband service providers, while allowing more consumers to enjoy a customizable, broadband experience.``

``Without Broadcom, the Gateway Connected Home would not be available today,`` said Peter Ashkin, Senior Vice President and Chief Technology Officer of Gateway Computer. ``Broadcom`s integration of these visionary broadband technologies into a low cost, complete solution is going to give consumers a whole new array of digital broadband communication experiences.``

Gateway, AOL, Broadcom, and Transmeta are demonstrating the Gateway Connected Home today in New York City at the Regal Cinema 5. A live webcast of the press conference and demonstration will be hosted throughout the day at www.corp.aol.com and www.gateway.com. Products being demonstrated include the Gateway Connected Touch Pad, Gateway Connected Music Player and Gateway Connected Home. These products are powered by the following Broadcom cable modem, cable set-top box, graphics and home networking reference designs and chips.

BCM93352 Cable Residential Broadband Gateway -- This complete VoIP/Home Networking reference design is based on Broadcom`s OpenVoIP(TM) CablexChange(TM) software, and the world`s most highly integrated and lowest power IC, the BCM3352. This residential gateway offers 2- to 4-lines of lifeline (911) telephony over one telephone line and an easy-to-use, secure 32-Mbps broadband home network connection to every PC via Home Phone Networking Alliance (HomePNA 2.0) home network. Through this ``always-on`` gateway, all devices in the home can have broadband Internet access at all times, IP secure connections, local and long distance digital IP telephony service and be networked together, all in a single low cost product.

BCM94100V HomePNA 2.0 Telephone Adapter -- Based on Broadcom® xChange VoHN(TM) VoIP software and HomePNA 2.0 technology, this reference design provides additional telephone lines without additional wiring. Additional phone lines are made possible by plugging a standard phone into one end of the low cost adapter, and then connecting the adapter to the HomePNA 2.0 network served by the Residential Broadband Gateway.

BCM90030 HomePNA 2.0 TV Video Adapter -- This reference design is based on Broadcom`s BCM7020 Advanced Graphics Digital Set-top Box integrated circuit (IC) and HomePNA 2.0 technology. By adding this set-top box adapter to the HomePNA 2.0 network, consumers can download movies and music to devices throughout the home from the Residential Broadband Gateway, as well as watch movies on demand with start, stop and pause features. Consumers can also surf the web, shop, order pizza, listen to MP3 music, and even do e-mail on the TV with compelling high-resolution graphics, making the TV a low cost PC terminal.

BCM91100D HomePNA 2.0 IP Telephone -- With integrated Broadcom PhonexChange(TM) VoIP software and HomePNA 2.0 technology, this Digital IP phone reference design provides a digital IP telephone connection anywhere there is a phone jack. It allows for additional telephone lines with no new wires, capable of supporting Web Phones, Video Phones, and MP3 Music players with stereo voice quality sound.

BCM94211 Personal Computer HomePNA 2.0 iCHIP Reference Design -- Based on the BCM4211, this HomePNA 2.0 IC offers a low cost integrated iLine10(TM) HomePNA 2.0 and V.90 in a single chip for desktop and portable computers. HomePNA 2.0 now becomes standard interface in all consumer PCs, laptops, and Internet computers.

All of the technologies demonstrated by Gateway are available from Broadcom in the form of reference designs, low cost integrated circuits and field-proven software. Reference designs built by Broadcom accelerate the time-to-market of leading edge broadband products and are supplied to PC, set-top box, modem and other consumer device manufacturers.

...........................................

Broadcom Announces Multifunction `Internet on a Chip` Products For Home, Office and Remote Networking

Gateway Computer is First PC OEM Vendor to Feature High Speed Home Networking

LAS VEGAS--(BUSINESS WIRE)--Nov. 13, 2000--Broadcom Corporation (Nasdaq:BRCM - news), the leading provider of integrated circuits enabling broadband communications, today announced its `Internet on a Chip` strategy and new products to deliver several networking functions in a single chip package.

This strategy reduces the cost to OEMs of providing multiple options for Internet connectivity by broadband networking over existing home phoneline and conventional Ethernet while providing facilities for legacy V.90 dial up modem access. The net result is concurrent Internet access anywhere in the home or small office to all applications including shared Internet access to cable or DSL, streaming audio and video, multi-user Internet gaming, shared peripherals, and Voice over Internet Protocol (IP).

The first products delivering on the `Internet on a Chip` strategy are the Broadcom® BCM4211 and BCM4413. The BCM4211 integrates HomePNA 2.0 16 Megabit per second (Mbps) home networking and V.90 software modem interfaces, enabling Internet communications connectivity at the lowest total system cost. The 3-in-1 BCM4413 integrates HomePNA 2.0 at 32 Mbps, 10/100 Ethernet MAC/PHY and V.90 software modem interfaces to provide a low-cost universal access solution for consumer and small office Internet communications connectivity. The BCM4413 also represents the most complete implementation of the HomePNA 2.0 specification to date as well as the third generation of Broadcom HomePNA silicon for the growing home networking market.

``Broadcom has a networked vision for our OEM customers and their users of delivering Internet connectivity everywhere and with any device,`` said Jeff Thermond, Vice President and General Manager of Broadcom`s Home Networking Business Unit. ``Our `Internet on a Chip` strategy makes this vision a reality for the more than 25 million multiple PC households and millions of portable PC owners who connect to the Internet at home, on the road or in the office. Our first two system-on-a-chip home networking products deliver Internet connectivity at higher speeds and lower total cost. These chips represent the first of many advances from Broadcom that will provide increasing levels of integration at lower costs in this space.``

The first shipping customer of Broadcom`s `Internet on a Chip` strategy is Gateway Computer, as jointly demonstrated with Gateway, America Online and Transmeta Corporation in New York City on November 10 (see ``Gateway Launches `Connected Home` With AOL, Broadcom and Transmeta`` press release, Nov. 10, 2000). The four companies unveiled an array of new products and services that quickly accelerate the proliferation of both connected PCs and non-PC Internet appliances to deliver on the vision of the Internet-connected home today.

As part of the November 10th announcement, Gateway announced a strategic supply relationship with Broadcom as a key enabler of its Connected Home initiative. Gateway is already shipping Gateway Select and Performance consumer desktop PCs with Broadcom`s BCM4211 silicon systems as standard equipment. This home networking system enables customers to easily and seamlessly connect Gateway PCs, Gateway Connected Music Players and Gateway Connected Touch Pad with Instant AOL Internet appliances to the Internet and each other via existing telephone lines and phonejacks in the home at broadband speeds of 10 Mbps and higher.

``We`ve said for some time that networking is a key element in our vision of the connected home, and we`re proud to partner with a technology leader like Broadcom to help bring that vision to life here and now. The companies are very aligned in their strategic vision and look forward to working on several additional projects to bring this vision to millions of consumers,`` said Jeff Weitzen, President and Chief Executive Officer of Gateway.


The BCM4211 -- Internet Communications Connectivity at the Lowest
Total System Cost

The Broadcom BCM4211 PCI/MSI iLine10(TM) controller with integrated HomePNA 2.0 and V.90 software modem interfaces delivers Internet communications connectivity at the lowest total system cost. By integrating both HomePNA 2.0 and V.90, the BCM4211 dramatically lowers the cost per function. Integrated HomePNA 2.0 allows ubiquitous high-speed connectivity to cable, DSL and fixed-wireless broadband pipes throughout the house and eliminates hundreds of dollars in installation costs. The BCM4211 contains a PCI 2.2-compliant interface to both HomePNA 2.0 and V.90 functions for easy installation in PCs, as well as a flexible 16-bit Microprocessor Slave Interface (MSI) for embedded systems, such as Internet appliances and home gateways.

Other benefits include:

Fully integrated iLine10 MAC/PHY and V.90 modem device for use in PCI/Mini PCI adapters, LAN on Motherboard and Internet appliances/broadband gateways
Each interface operates concurrently as a separate function, providing independent communication channels while saving valuable OEM board space and card slots
Modem function allows low-cost V.90 backup to broadband connection
WHQL-certified drivers for Windows 98, Windows ME and Windows 2000 for both functions
All drivers are portable for embedded operating systems
The BCM4413 -- Low-Cost Universal Access Solution; Complete
Internet Communications Connectivity

The Broadcom BCM4413 PCI/MSI iLine32(TM) controller with integrated HomePNA 2.0, 10/100 Ethernet MAC/PHY and V.90 software modem interfaces provides complete Internet communications connectivity. The BCM4413 system-on-a-chip dramatically lowers the cost per function and allows ubiquitous high-speed connectivity to cable, DSL and fixed-wireless broadband pipes in the office, on the road or throughout the house. This chipset offers the industry`s first iLine32 (32 Mbps) implementation of the HomePNA 2.0 standard by taking advantage of the specification`s higher modulation characteristics -- actual maximum speed is an remarkable 32 Mbps on existing household phonelines.

Other benefits include:

Fully integrated iLine32 MAC/PHY, 10/100 Ethernet MAC/PHY and V.90 modem device for use in PCI/Mini PCI adapters, LAN on Motherboard, Internet appliances/broadband gateways and voice adapters
Each of the three interfaces operates concurrently as a separate function, providing completely independent communication channels using a single PCI interrupt and card slot
Low external BOM combined with the single chip integration provides OEM cost reductions, while saving valuable OEM board space and limited card slots
Pricing and Availability

The BCM4211 is available immediately and priced at $17.35 in 50,000 piece quantities. The BCM4413 is sampling to OEMs today and priced at $20.60 in 50,000 piece quantities. Another component of Broadcom`s `Internet on a Chip` strategy is the BCM3352 Cable Modem Home Gateway (see ``Broadcom Adds VoIP Telephony and Home Networking Technology to Industry-Leading DOCSIS Cable Modem Chip`` press release dated Sept. 19, 2000). The BCM3352 is the first single-chip Data Over Cable Service Interface Specification (DOCSIS) cable modem chip with integrated iLine32 communications for a total broadband home gateway system-on-a-chip that also offers primary-line IP cable telephony.

......................


mfg,

bimbes