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Technology Stocks : C-Cube

CUBE 39.61

+1.2%

Jan 16 9:30 AM EST

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To: Stoctrash who wrote (41787)	6/7/1999 12:56:00 PM
From: Steve Reinhardt	Read Replies (1) of 50808

Well, since BRCM is rich, 700K+ stocks mean nothing to them. Remember Mediamatics was sold for over $90M to National. Armedia's asset is in its 30+ IC design engrs which is a rare asset in Silicon Valley nowadays. Armedia has been tinkering with MPEG decoders for a few years now. Has test chips that seem to work. Maybe working on HDTV decoder as well, who knows(?). 700K+ stock of BRCM really means very little to BRCM. Really. And this probably gives BRCM a product into the market 3 to 6 months ahead of their original plan. It definitely worths it. To have a team in India also lowers its R&D expenses. It also let BRCM manage its resources more effectively from the viewpoint of spreading the R&D capability around. If you concentrate in Silicon Valley and LA. If the key people of R&D were not happy and they decide to leave and form another start-up, it will be the end of BRCM. Buying SIGM will be better? Don't know. SIGM does not seem to have a corporate focus. Its board biz interferes with its IC execution.

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