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Technology Stocks : Broadcom (BRCM)
BRCM 54.670.0%Feb 9 4:00 PM EST
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To: Doughboy who wrote (2444)8/16/1999 8:57:00 PM
From: Keith A Walker  Read Replies (2) of 6531
 
With the announcement today of the StrataSwitch chip, I am more convinced than ever that the end is nowhere in sight. As a matter of fact, this is just the beginning.

Intel just won't be able to pull off a competitive position with the low overhead of BRCM (working with a 15% net margin business model is tough in any business) let alone Intel having to face it with their overhead.

Just my opinion, Keith
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