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Strategies & Market Trends : The Thread
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To: Frederick Langford who wrote (49362)5/31/2001 4:24:26 PM
From: golfnut777  Read Replies (1) of 49816
 
Fred, fyi re: BRCM:

Broadcom (BRCM) 34.72 +1.63: SG Cowen in their Tech Radar reports that recent channel checks for Motorola (MOT) lead firm to believe that the company has significantly reduced component order rates for cable headed equipment; additionally says despite rumors, they do not believe that there has been a pick up in the build rate and component order rates out of MOT; this does not bode well for BRCM which derives 20-25% of its revenues from MOT
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