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Technology Stocks : Broadcom (BRCM)
BRCM 54.670.0%Feb 9 4:00 PM EST
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To: Patsy Collins who wrote (2448)8/17/1999 9:10:00 AM
From: grok  Read Replies (1) of 6531
 
RE: <Based on business model, there's none better than Dell's. They have a 75%+ ROE, compares to 22 for BRCM, 31 for INTC, and 39 for MSFT. AOL's at 40%>

Patsy, are you aware of Rambus? I wonder what you'd think of their business model considering that they've been profitable for the last 11 quarters while their royalty income from Direct Rdram memory chip licensing has not even started yet and is expected to sky rocket over the next several years.
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