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Technology Stocks : Broadcom (BRCM)
BRCM 54.670.0%Feb 9 4:00 PM EST
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To: Big Idea who wrote (2759)9/22/1999 11:59:00 PM
From: Bob Kim  Read Replies (2) of 6531
 
Big Idea, I really haven't seen any real details to comment on the MOT deal, but I would think it would have been stupid of MOT to buy GIC with the goal of replacing GIC's chip suppliers with itself. One might speculate that ML may have some insight on how this might ultimately affect BRCM because ML is representing GIC in the merger. That said, I found it unusual that ML named MOT to its Tech Top 10 list just days before the deal was announced. I would have thought that ML's legal eagles would have squashed that with a deal imminent.

Bob
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