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Strategies & Market Trends : Galapagos Islands
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To: Jorj X Mckie who wrote (14224)11/25/2002 10:38:42 AM
From: Techplayer  Read Replies (2) of 57110
 
Jorj,

I have been reading various articles on switch fabric ASIC vendors and the prognosis for winners in that space. Broadcom is not expected to be a winner there within 2 years. Yet, today it is sporting a cap in excess of 5 billion. UFB.

TP
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