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Strategies & Market Trends : Piffer OT - And Other Assorted Nuts

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To: Jorj X Mckie who wrote (27700)4/12/2000 8:55:00 PM
From: The Phoenix  Read Replies (1) of 63513
 
Dood...


What did you think about the Cablelabs letter?


Which Cablelabs letter? Oh...btw I should mention that TERN is getting some traction in the pac rim.. which I'm sure you're aware of. They will fail. JMO

Isn't BRCM providing the chipsets to a couple of vendors?

YES! BRCM is a screaming buy at 160. I added a touch at 158+ and will add more if it moves any lower. I wouldn't be surprised to see BRCM move into optical components.....somehow... it wouldn't surprise me a bit.
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