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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: EJhonsa who wrote (35043)11/19/2000 8:51:14 PM
From: chaz  Read Replies (2) of 54805
 
Eric,

I've stayed away from BRCM for lack of the very kind of understanding you've been giving us, and I've been one who is/was somewhat critical of their acquisition strategy, feeling it represented very highly priced dilution at best.

As a non techie (there are plenty of us here) you've really helped a lot, and for myself and surely others, your several posts on BRCM have been helpful.

That said, I have to ask (as the Round Table dummy), if the set-top box market is going to be as significant in the economy (and to BCRM) as the PC was/is to the economy and INTC. What insight can you give us about the set top market...what's driving it, why should I be paying attention?

In a previous post, you mentioned several other markets BRCM will address. Can you tell us why some of these will become significant...us non-techies are all ears.

Thanks.

Chaz
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