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Technology Stocks : Broadcom
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To: Robert Scott who wrote (45)4/7/1998 7:39:00 AM
From: Spaw   of 78
 
RS:
Agree with most of your comments. However, do not forget that ADSL is a viable technology currently in early deployment.
Same for cable modems, a market in which brcm dominates the manufacture of chips, as I understand it.
No, the company does not have a lock on their technology. They have competition. They ARE in a hot sector, and if the market is in shape (doubtful) the stock should perform extremely well.

My $.02,
--spaw--
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