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Technology Stocks : Intel Corporation (INTC)
INTC 40.03-1.3%Dec 1 3:59 PM EST
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To: Ibexx who wrote (131597)4/4/2001 2:35:47 PM
From: Mary Cluney  Read Replies (1) of 186894
 
ibexx,<<<Intel, Broadcom vie for the network core>>>

This should not even be a contest, but Intel will make it into one.

Broadcom has market cap of about $6B and total annual revenues of $1B. But they seem to have a plan that makes sense:

<<<"Broadcom's acquisition strategy says that in five years, every home is going to have some kind of box that serves as a broadband gateway, and it is going to develop or acquire every technology that will be required by that box," <sic> and simultaneously move up ......to build the systems in the access and data aggregation levels. >>>

In the meantime, Intel holds on to the Intel culture. Don't complain, don't explain. Arrogant and obtuse. A sure way to snatch defeat out of the jowls of victory.

Thanks for the link.

Mary
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