Список проголосовавших за комментарий " <table class="BriefingDataTable" border="0" cellspacing="0" cellpadding="0"><tr> <td class="tickerColumn"> </td> <td class="articleColumn">Broadcom target raised to $250 at Barclays; Overweight — A sustainable and profitable model (224.60 +2.59)Barclays raises their AVGO tgt to $250 from $240 following meetings with mgmt. It's been a year since the BRCM deal and it's noticeable how in some ways it's the same story — collect dominant franchises at opportunistic prices (target 10%+ returns), partner with strategic customers who will pay for IP/Technology, and eliminate spending on unproven products and/or general overhead waste, but in many ways the story is in a much different place. AVGO is now the second largest semi name with the BRCM fully integrated, generating $6B+ of FCF and paying a 2% dividend, which likely doubles over time. This is not a cost cutting rollup like some other semi names are pursuing, but a sustainable franchise where AVGO's IP portfolio is intertwined with the roadmaps of its strategic customers and backed by strategic LT agreements. <strong>Net net, this is still one of firm's favorite ideas with still more room to run as this business model continues to prove out.</strong></td> </tr></table>"