Smart companies buy their stock when it's cheap, and sell it when it's not.
Which makes you think about Broadcom
This is not unlike the situation at Research In Motion
So, what brings Broadcom to the table? A stock that has tripled over the past year and shot up another 6% to $43 yesterday. The latest move came as the company announced a strong quarter in which it reversed a GAAP loss on record revenues of $479.1 million, and forecast 10% sequential revenue growth for the coming quarter. That's far better than analysts had expected.
Broadcom also confirmed that it now controls 78% of the 802.11g wireless LAN market, selling to the likes of Dell
To be sure, opening the door to a foray into the capital markets implies that Broadcom is pleased with its stock price, but not necessarily extreme overvaluation. And, as we have argued before, selling high-priced shares can actually benefit shareholders -- all the more so if the capital is put to good use down the road.
Pure value investors might take this opportunity to bail. For those in it for the long haul, given the company's exceptional growth and business performance, Broadcom may still be worth holding.
Give us your take on the Broadcom discussion board. Jeff Hwang can be reached at [email protected].