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Strategies & Market Trends : The New Economy and its Winners

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To: stockman_scott who wrote (11769)	5/27/2002 3:49:50 PM
From: techanalyst1	Read Replies (2) of 57684

amazon.com No wonder brcm has been weak. Used to cost $400 for a cable modem which could only be purchased through a broadband provider. Why has no analyst come out and noted the price erosion in the end markets and slow broadband growth rates? Do we have to wait to hear WHY brcm has been weak and get a slew of downgrades at the bottom? TA

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