Vitesse Semiconductor Message Board

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Technology Stocks : Vitesse Semiconductor

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To: Wizard who wrote (2179)	1/8/1999 5:34:00 PM
From: Trader Dave	of 4710

OT BRCM: We shorted brcm for a while, made some lost some, and covered since it's the next intel. I just hate the cable modem chip business. Once there are standards, why won't there be rapid commoditization and price declines like the old analog business that pmcs was so anxious to dump? top 5 brcm customers account for 80% of revenues. 3com accounts for 30% in the product cycle happy ethernet space. 180 times 1999 eps, i just don't get it. i guess another secondary is coming. show me the float and i'll show you the short. TD

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