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

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To: Stoctrash who wrote (5516)2/23/2001 10:24:46 AM
From: Jack Hartmann  Read Replies (1) of 6531
 
Motorola's guidance would seem to be BAD news for Broadcom. Specifically, "Order rates for set top boxes will be flat due to slower rates of new subscriber growth and tighter inventory management by our customers" Significance, Motorola is the biggest buyer of set-top box chips from Broadcom.

Herb Greenberg on realmoney.com

Jack
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