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Technology Stocks : Broadcom (BRCM)
BRCM 54.670.0%Feb 9 4:00 PM EST
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To: Stoctrash who wrote (2715)9/19/1999 3:16:00 PM
From: DOUG H  Read Replies (2) of 6531
 
FredE,
With BRCM's recent announcements of LAN trancievers/switching products, how dependent upon the STB biz do you think BRCM really is going forward? Seems they want to supply the home and enterprise LAN not just STB which will carry narrow margins once they hit the retail shelves. You know, sign up for our service and we'll give you everything you need FREE! Oh, you want to network 2 computers, your phones, lights, and toaster, well we have a NIC here (with BRCM chips inside) that we sell for an extra?.?.?.?> Higher margin, add on sales.

BTW. Forgetting about the fundies for a minute, what do your tealeaves say?
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