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March 23, 2007
Like AppleTV? Don't Buy AAPL, Buy Chip Suppliers
Analysts at Caris & Co. explains that Broadcom (BRCM), Nvidia (NVDA) and Intel (INTC) are providing the guts for AppleTV. Broadcom supplies the wireless chip content. Intel has three chips inside and comprises the greatest dollar. And Nvidia has the second-biggest chip in the box with as much $20 worth in each box If 2M AppleTV’s ship in 2007, it would be worth $40M to Nvidia.
Posted by Paul at March 23, 2007 06:41 PM
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