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Technology Stocks : Broadcom (BRCM)
BRCM 54.670.0%Feb 9 4:00 PM EST
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To: Drake who wrote (2804)10/3/1999 2:53:00 PM
From: Stoctrash  Read Replies (1) of 6531
 
yeah...I know what he said.

I think he only gets a one quarter of the box....since Divicom is a major player in the headend....I think they (CUBE) have the best angle on some features for the STB-end, now whether they can capitalize on that is the ???.

I know CUBE work's closely with SONY on STB,DVD,etc...so it's walk the walk an talk the talk time. BRCM scores this Sony deal with "almost all" chip content and I'd say BRCMers would be pretty happy.

I still think you could team these two co's up and do some damage but that's another chapter...
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