Lazard Likes High Growth Semiconductor Stocks (ATHR) & (BRCM)

Analyst Daniel Amir from Lazard Capital was on Bloomberg, Taking Stock with Pimm Fox, yesterday. Fox said that Amir is one of the most accurate semiconductor analysts. Amir likes names that are, ‘correlated to high growth gadgets like tablets, and other consumer devices,' as opposed to PC's. He touted Broadcom Corp BRCM: “Broadcom is benefiting from Apple channel success. There is $7 in silicon content in the IPhone 1V, $10 in the IPAD. They will get $750 million only from the Apple channel. And there is growth in other smart phones from Nokia and Samsung.” Daniel Amir likes Atheros Communications. ATHR: "Atheros focuses on WIFI. It's in game consoles, mobile phones, Blu-Ray etc. Atheros is a great way of playing WIFI applications. People want to be connected everywhere, both at home and on the road," Daniel Amir said.