Broadcom (BRCM) Message Board

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Technology Stocks : Broadcom (BRCM)

BRCM 54.67

0.0%

Feb 9 4:00 PM EST

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To: Geof Hollingsworth who wrote (15)	4/12/1998 4:08:00 PM
From: Wizard	Read Replies (1) of 6531

>>I am not aware of anything fundamental which gives them a long-term sustainable advantage over other players in the business. It is not their current technology advantage that seperates this company from all the other IC companies. BRCM has one of the best design teams in the world and they are extremely focused. Also, their partnerships and relationships with all the key players (General Instrument, Cisco, Intel etc...) are extremely valuable. The bet on this company is faith that they have the management, technologists & partnerships to take advantage of the broadband access nirvana. This one should be interesting.

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