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Technology Stocks : Broadcom (BRCM)

BRCM 54.67

0.0%

Feb 9 4:00 PM EST

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To: Black-Scholes who wrote (2978)	10/21/1999 10:16:00 PM
From: DOUG H	Read Replies (1) of 6531

<<<< "BRCM regardless of its size is hands down the best at what it does and has the brightest minds working for it in this sector." I'd say CUBE/Divicom is right there with them as far as design talent.>>>> Blacky, I hope this does'nt mean our relationship is over but I agree. I listened to the PMCS CC and when INTC/IBM was brought the COO nerely giggled in saying they are 5 years behind where we are in design and talent, we have design wins in the books with products ready for market any time now. There is a lag time in this market as you know. The race is on and IBM/INTC are still putting on their saddles. The point is that BRCM/CUBE/PMCS/VTSS, the list goes on has product pipelines so deep that the big boys are specks on the radar screen.

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