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Technology Stocks : Broadcom (BRCM)
BRCM 54.670.0%Feb 9 4:00 PM EST
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To: Nick who wrote (5001)12/20/2000 6:23:00 PM
From: FR1   of 6531
 
Question to anybody that knows BRCM marketing:
Isn't it true that T cut back on set-top boxes for December to clear out inventory?

My question is: Now that T is reporting after hours that it has to again warn, will this have any impact on BRCM?

My only concern is that if you don't have the cash flow, you can't roll out the boxes.

How dependent is BRCM on ATT orders?
Is the shortfall a problem?
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