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Re: tkc post# 236779

Wednesday, 04/16/2014 1:36:01 PM

Wednesday, April 16, 2014 1:36:01 PM

Post# of 252265
tkc, I have yet to observe what I would call SP stability, and am somewhat more pessimistic on SMB type sales growth. Q4 billings did not impress. But at some point Samsung should ship some TPMs. One may forget but at some time prior to Dell dwarfing everybody else out, BRCM was a reported 10% customer (but pennies).

The above content is my opinion.

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