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No. of Recommendations: 0
They are NOT a rulemaker. With a flowie of >3 and sales less than $1 bill they are not yet at the point of making rules. This does not mean they wouldn't be a good investment; just not one you can ignore for 3 months at a time while you have better things to do. I haven't looked into them myself. Can you tell us more of what you found out, Chad? Are they ahead of their competitors, a breaker perhaps? -MV

Yeah, I actually thought they looked kind of like
a Rule Breaker on first inspection... My impression
is that they are dominating the industry right now
though which led me to believe they might be a RM...
I'm comparing them to LSI Logic and STMicroelectronics
right now, we'll see how the numbers shake out...

Here's a question, however... after I determined that
BRCM has awesome cash dynamics (-14 days cash conversion
cycle), I considered their high Fool Flow ratio of
3.49...

Aren't these two metrics pretty much measuring the
same things? Namely, how a company keeps a handle on
accounts receivables and inventory? How can they have
such a high Flowie but look so good when you calculate
the cash conversion cycle (which also is based on
AR, Inventory, & Accts Payable)? There seems to be
some inconsistentcy (unless I'm interpreting them
wrong...). Any help?

-- Chad
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