AAPL - Piper Jaffray says that in the last several days, the firm has spoken with 15 Apple specialist resellers. Checks reinforce the firm's initial thesis on Q3 (Jun), which assumes that lower-than-expected iPods will be offset by strong Mac sales that result from full availability of the MacBook Pro and the launch of the MacBook. In Q2 (Mar), the firm had expected iPod results would be under plan and overall Apple numbers would be impacted. In JunQ, the firm expects iPod numbers could be below Street consensus, but Mac will make up the difference and there may still be room for slight upside to Street.
BRCM - Digitimes reports global sales of WLAN devices were unaffected by the traditional low season in the first half of 2006, with this year's peak season to come in the second half as expected, said Michael Hurlston, vice president and general manager of the home and wireless business unit at Broadcom, in Taipei recently. A fast growth in the number of broadband subscribers in the US and Europe since the beginning of 2005 has helped stimulate demand for WLAN devices, mostly 802.11a/b/g-compliant products, Hurlston stated. Broadcom now sees the upturn in demand will continue and has placed more foundry wafer orders in order to catch up with demand, Hurlston noted.
Courtesy of Briefing.com
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