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Technology Stocks : Broadcom (BRCM)
BRCM 54.670.0%Feb 9 4:00 PM EST
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To: mark Gostine who wrote (2574)9/2/1999 4:07:00 PM
From: mmeggs  Read Replies (1) of 6531
 
40% of BRCM revenues come from networking. A large number. But that still leaves a substantial chunk untouched by these new announcements.

Consider though that INTC will be competing against BRCM largely with the remnants of Level One, a company BRCM was crushing before it was bought by Intel. IBM, to the best of my admittedly limited knowledge, has never made networking chips. (PLease correct if I am wrong.)

Consider also that the networking market is the most mature of the major broadband markets in which BRCM competes. (The others being STBs, cable modems,xDSL, and satellites, in no particular order.) Not that networking is stagnant, by any means, but BRCM silicon is used in 19 out of 20 DOCSIS certified (or applying to be certified) cable modem manfacturers. There's still a wee bit of growth to go in that segment. Likewise DSL and STBs.

Consider the major announcements in system-on-a-chip technology and high-speed networking that BRCM has made and the corresponding silence from any competition. Then think about the aquisitions BRCM has recently made and ask yourself whether IBM and INTC can magically generate the same kind of research and IPR that BRCM already has.

If you still don't want to own it, don't. It will certainly continue to be volatile. But don't get scared away because the "big boys" are making noise.

mmeggs
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