AVGO vs. SWKS?

Just curious: what is the argument for preferring SWKS to AVGO?

They are quite similar businesses, with closely comparable business metrics and projected growth potential. The p/e ratios and PEGs on the stocks are very close. Yet AVGO has held up much better, and its EPS forecasts have been steady to increasing, while SWKS forecasts have been cut, and the stock has gotten hammered.

Thanks.

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Wondering about this myself not long ago, I found this thread:

http://discussion.fool.com/swks-qrvo-avgo-a-rough-comparison-316…

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