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Technology Stocks : Broadcom (BRCM)
BRCM 54.670.0%Feb 9 4:00 PM EST
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To: DownSouth who wrote (1130)3/17/1999 6:29:00 PM
From: Wizard   of 6531
 
I quote: "Where Conexant relies on software to adapt to changing standards, Broadcom believes it has an inside track in setting them. Consequently, it can build features into circuitry to produce less-expensive chips."

Broadcom is the leader and being #2 in technology is only ok in the intermediate term. Long-term, BRCM and the team they have in place will just outwork CNXT.

BRCM has been selling cable modem chipsets in volume to GI and SFA while CNXT is designing them.
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