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Technology Stocks : Broadcom (BRCM)
BRCM 54.670.0%Feb 9 4:00 PM EST
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To: The Phoenix who wrote (2648)9/10/1999 11:42:00 AM
From: Geof Hollingsworth  Read Replies (2) of 6531
 
Hi Gary,

I absolutely agree-my point (badly made, I guess) was that this is increased competition for BRCM's existing networking business, not that it is competition for the IBM & INTC network processors. It is not restricted to voice and video-this gives TI the ability to go after BRCM's 10/100 business, where their all-digital PHY (also DSP-based) has given them their key competitive advantage.

BTW-want to put a side bet on the Bruins vs the Bucks?
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