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Technology Stocks : Broadcom (BRCM)

BRCM 54.67

0.0%

Feb 9 4:00 PM EST

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To: A. Robbins who wrote (4236)	9/8/2000 8:06:19 AM
From: hospitalman	of 6531

I read my Gilder report this AM. Here's some brief info. He is very, very enthusiastic about brcm. Loves the acquisitions of Silicon Spice and NewPort. Mentions NewPort was "founded by 2 key designers from cnxt." (He is also a cnxt fan.) Says brcm's chips "push deeper into csco territory." Csco will soon become"a box assembler like Dell. Soon enough the router will go away. It will become a brcm or EZ chip." (EZ is from Migdal Haemark in Israel.) I hope he is right about brcm's propspects. He has predicted csco's decline before though. Ken

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