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Barclays Maintains an 'Overweight' on Qualcomm (QCOM); Robust Quarter and Guide Raised
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Q4 Preview: Broadcom (BRCM) Seeks to Show Strength in Booming Smartphone Market

StreetInsider.com
By segment, we are modeling Enterprise Networking +3% q/q, Broadband up slightly and Mobile +10% q/q ... to ship meaningful baseband volumes to both Nokia (EDGE) and Samsung (3G and EDGE). We also believe Broadcom’s connectivity business has remained ...