Buy both. Why pile into just one. Technically, BRCM is breaking out. SIGM is still at the end of a fall with no technical reason to buy other than bottom fishing which in its case is a fundamental trade.
BRCM I think clearly is headed to the low $20s quickly here. I own the stock at $16.75 and $18 with short April $20 calls expecting a call out on them.
SIGM I am holding for a longer term gain with the expectation of a high $20s target.