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

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To: FR1 who wrote (5811)3/30/2001 8:00:22 PM
From: Bernard Levy  Read Replies (2) of 6531
 
Re. ``BRCM is the king in its field.'' Actually, the King is starting to get squeezed on
several sides. In the gigabit Ethernet market, MRVL has made big inroads.
In the settop box market, the LSI+CUBE alliance is a long-term threat, and the cable
modem chip business is strictly a commodity business.

Also, you leave out the one case when the market tanked after 3 Fed rate cuts: 1930.
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