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Cowen Launches BRCM, MRVL, NVDA At Outperform

Posted on June 25, 2008

Cowen s Daniel Berenbaum today launched coverage of Broadcom (BRCM), Marvell (MRVL) and Nvidia (NVDA), all with Outperform ratings. Here are brief excerpts from his three reports:Broadcom: We are concerned about the effects of macro economnic weakness on BRCM s customers, but our recent checks suggest that the core enterprise and broadband businesses are holding up surprisingly well, he writes. We see significant incremental revenue opportunities and EPS leverage in the model and recommend that investors build positions in the stock. Marvell: With strong product offerings in ...

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broadband , eps , markets , outperform