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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: DOUG H who wrote (2539)	8/25/1999 8:47:00 PM
From: jackmore	Read Replies (1) of 6531

Doug, Will Terayon license their designs to Broadcom for integration into set top box chips or integrated cable modems? I believe Terayon intends to enter into a shared pool of IPR with Broadcom and other DOCSIS 1.2 participants, but will retain its trade secrets like the others. I believe this will be a royalty free arrangement. It is unclear to me how this will actually work when it comes to making DOCSIS compliant chips or OEM assembled hardware. In fact, I would hypothesize that this one of the difficulties underlying the delay in the standard. But I have no hard information. Regards, jack

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