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Technology Stocks : Broadcom (BRCM)

BRCM 54.67

0.0%

Feb 9 4:00 PM EST

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To: Paul Viapiano who wrote (6393)	10/13/2002 10:13:31 AM
From: Taro	Read Replies (1) of 6531

This IMHO is not the right time to do acquisitions. That time is still to come and no doubt: then cash will be king. As for BRCM´s current stumbling in the WiFi area, well others seem to have a better and more aggressive program as for catching up with and gain market-share from the 2 current leaders. I heard from a mighty competitor, that "we love (competing with) BRCM, they are so predictable: They always slip 6 months on their announcements"... Thus they display their "secret" road-map and hand out an advantage to those with swift and reliable new product design-cycles. Taro

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