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Technology Stocks : Broadcom (BRCM)

BRCM 54.67

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Feb 9 4:00 PM EST

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To: sam who wrote (936)	3/1/1999 11:55:00 AM
From: Randy Nuss	Read Replies (2) of 6531

CNXT is a semi company with their own fabs and can improve on hardware as well. Putting a microprocessor inside the cable chip is a smart move because software is more versatile and enables the changing of functions much faster than changing hardware. Do you know how much time and effort it takes to change hardware in a chip? Anyway, not knocking BRCM, but in an infant market segment it is best to be as versatile as possible. Apparently Cisco agrees. CSCO is rumored to be the secret partner in this venture.

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