Apple 3G iPhone – Broadcom the winner?





May 31 2008
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Apple’s two bucks jump in the stock price Friday was primarily due to Dell Inc.’s strong earnings result that pushed up technology shares and the expectation that Apple Inc. is preparing for the much talked-about 3G iPhone launch. This time it’s for real considering that it was Apple itself that was spreading the news of its own retail vacation blackout days. Taking the lead was AT&T who is blacking out vacation days for its retail staffers from June 15th to July 12th – reported AppleInsider.

On the other hand Apple Inc. is making the preparation for the back-to-school carnival – targeting third week of July and running through the second week of August. In order to push sales, Apple was planning for crazier incentives than last year (buy one free one? *grin*) and the details could be out as early as Monday after the company brief its partners.

iPhone 3G BroadcomThe excitement was the filming outside the Apple Store Fifth Avenue in Manhattan which was said to be related to the soon-to-be iPhone 3G announcement. Assuming it’s true that Steve Jobs is going to announce the 3G iPhone to complete the jigsaw, who else (suppliers) could benefits from this new product? According to GigaOM the winner could be Broadcom Corporation (Nasdaq: BRCM, stock), a provider of semiconductors for wired and wireless communications.

So, while I’m still yelling “Apple, Go! Go! Go!” I was kicking myself for missing out on Broadcom Corp. How could I miss this guy, a low-entry stock that could ride on the 3G iPhone wave, not that I’ve not play the stock before? Oh well, maybe there’re still chances to catch the tail.

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