SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Broadcom (BRCM)
BRCM 54.670.0%Feb 9 4:00 PM EST

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Kenneth Aird who wrote (2544)8/26/1999 7:29:00 AM
From: jackmore   of 6531
 
Kenneth,

Re: BRCM does appear to have a lock on the cable modem standards process, and it could be the delay in 1.2 was encouraged by them to give them time to do their own implementation of S-CDMA. Does anyone have any hard evidence to confirm or refute these ideas?

I believe your surmise is plausible, but I have no hard evidence either. Just looking at what 1.2 was supposed to accomplish, TERN has a lot to gain and BRCM has something to lose. The status quo favors BRCM, at least in the U.S.

Regards,

jack
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext