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Technology Stocks : Broadcom (BRCM)
BRCM 54.670.0%Feb 9 4:00 PM EST
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To: Geof Hollingsworth who wrote (245)5/3/1998 3:35:00 PM
From: Wizard  Read Replies (1) of 6531
 
>>Expect similar offerings from a host of players by the summer, with predictable impact on pricing.

Broadcom seems to want to be ahead of the pricing curve and don't mind gross margins dropping to low 50's%. This business is just too cutthroat for my liking - volume wars aren't any fun if the competition is going to be National and TI. BRCM does have some damn good partners however and a diversified list of end customers.

What did you think of the March quarter for BRCM, Geof? Also, do you have any thoughts on GALTF and MMCN?
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