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Technology Stocks : Broadcom (BRCM)
BRCM 54.670.0%Feb 9 4:00 PM EST
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To: Paul Viapiano who wrote (5911)5/15/2001 1:53:36 PM
From: Taro   of 6531
 
well, well: Velio introduced the worlds first 25 Gb/sec (2x OC-192)CMOS low power transceiver back in February and sampled large OEMs like Alcatel and others in 1st Quarter. Twice the density of BRCM - and lower power! More like that at www.velio.com. Velio only needs to cut this one in two to "catch up" with Broadcom. My point: For a change the sweet spots are taken by the time Broadcom finally gets there. That is a dramatic change and BRCM needs to adapt to a new situation.
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