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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: EJhonsa who wrote (35000)11/18/2000 12:45:29 PM
From: voop  Read Replies (1) of 54805
 
thanks for the post about BRCM Eric J

I got more out of those few paragraphs then I have from the Broadcom thread on SI in 2 years. I do not know why I bother over there as the technical merits of the company are not discussed, only trading BS from people such as FredE.

If you would be so kind to embellish a little further, is there a unifying theme behind their technology? Gilder has spoken about them utilizing CMOS but I do not have a hat to hang on their technology prowess such as CDMA with QCOM

regards

Voop
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