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Chipset News Updates: QUALCOMM, Inc. (QCOM)’s New Partnership, Intel Corporation (INTC) on Disaggregated Server, Broadcom Corporation (BRCM) Price Target

Editor’s Note: QUALCOMM, Inc. (NASDAQ:QCOM), Intel Corporation (NASDAQ:INTC), Broadcom Corporation (NASDAQ:BRCM)

Intel’s Disaggregated Server Rack Is A… Mainframe Replacement? (Forbes)
There’s been a lot of discussion about “disaggregated” servers, racks and datacenters since Facebook and Intel Corporation (NASDAQ:INTC) promoted their vision for the phrase at the Open Compute Summitat the start of this year. Haven’t we spent the last few decades disaggregating datacenter architecture? And if so, what does disaggregation mean now, is it something different?

Facebook Inc (NASDAQ:FB)

Facebook partners with Samsung, Qualcomm and Nokia to connect next five billion via (
Facebook founder Mark Zuckerberg has launched a new initiative designed to bring people in poorer areas online. Zuckerberg announced the new initiative in a public Facebook post, confirming that the social network has already secured support from numerous other technology comapnies including Samsung, QUALCOMM, Inc. (NASDAQ:QCOM), Ericsson, MediaTek, Nokia and Opera Software. The initiative will work to increase the number of people connected to the internet using a three-tier strategy.

New Intel tablet processors coming in 2014, says Digitimes (Cnet)
Future Intel Corporation (NASDAQ:INTC) processors targeted at next-gen tablets should appear in the second half of 2014, according to a report at Taipei-based Digitimes. Intel’s Cherry Trail and Willow Trail processors for tablets will arrive in the second half of 2014 with initial sample shipments of Cherry Trail to customers expected to commence at the end of 2013, Digitimes said.

FBR Capital Markets Removes Broadcom from “Top Picks List” (BRCM) (The Dividend Daily)
FBR Capital Markets announced on Wednesday that it has cut its price target on communications company  Broadcom Corporation (NASDAQ:BRCM). The firm has lowered its price target on BRCM to $32, suggesting a 21% increase from the stock’s current price of $25.39. BRCM has also been removed from FRB Capital’s “Top Picks List” as the company is losing market share.

Intel’s LTE chip set to put pressure on Qualcomm (ZDNet)
Intel Corporation (NASDAQ:INTC) has been trailing behind QUALCOMM, Inc. (NASDAQ:QCOM) when it comes to mobile devices, but a new 4G LTE should help to close the gap. The new multimode XMM 7160 chipset, which is due out by the end of the month, will help bolster Intel’s LTE offering, which currently consists of only a ingle-mode LTE chipset. Multimode LTE chipsets allow device users to skip across LTE bands as needed, and also to switch automatically from 4G to 3G or 2G when required.

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