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Technology Stocks : Broadcom (BRCM)

BRCM 54.67

0.0%

Feb 9 4:00 PM EST

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To: Roger Hess who wrote (1595)	5/11/1999 6:15:00 PM
From: Black-Scholes	of 6531

BRCM and CUBE share the largest potential market - set top boxes. BRCM sells their chips to General Instrument and Scientific Atlanta(for now). But CUBE/divicom are making in-roads into the American market with the Phillips/MediaOne win (CUBE already does very well in Europe through Canal+). Again, BRCM is a great company but it's already priced like it. CUBE is undervalued, misunderstood, and/or forgotten because of their adventures into China back in 1995-1997.

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