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Technology Stocks : Broadcom (BRCM)
BRCM 54.670.0%Feb 9 4:00 PM EST

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To: Drake who wrote (2768)9/24/1999 12:39:00 AM
From: Bahama  Read Replies (1) of 6531
 
Drake, besides press releases and the company web page, where do you get this "so far advanced" from? They are building things that comply with STANDARDS for most products in their line. The same standards everyone else builds to. Low cost producer (which includes not just end device price, but price to fab, and the yield) ultimately wins on such products.

PS no I am not short the stock. Just a little dose of reality. Regardless of this I still like the company very much going forward because of their established customer base and the management. Competition will happen and it will increase. That's business. As Fred always says, DIVERSIFY!
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