UBS Research analyst Alex Gauna upgraded Broadcom's stock to "buy" based on beliefs that Apple will expand the use the touch-screen technology (which is based on a Broadcom chip) to other devices:
UBS believes Apple may migrate the technology into other offerings, including iPods, notebooks and Apple's forthcoming television product, over time, Gauna wrote.
MacRumors Editor note: It seems obvious that Apple did not develop this "Touch OS X" to be used on the iPhone alone. The Touch OS X technology that is incorporated in the iPhone will almost certainly make its way into a touch iPod, and potentially into other handheld devices.