Broadcom (BRCM) Message Board

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Technology Stocks : Broadcom (BRCM)

BRCM 54.67

0.0%

Feb 9 4:00 PM EST

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To: Stoctrash who wrote (1229)	4/10/1999 9:17:00 AM
From: dpeters	Read Replies (2) of 6531

Fred, How do you explain the difference in success and market cap between Intel and AMD+Cyrix? AMD can provide the same solution to PC makers as Intel and has gained a lot of market share but they just can't make any money. Yet Intel, the first to market, continues to roll. The answer for us making decisions on BRCM is that we are making a bet on an unknown future and we either buy or don't based on our assessment, but competition by itself does not lead to zero margins.

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