Roger's 1998 Short Picks Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : Roger's 1998 Short Picks

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: 1-DAY-TRADER who wrote (13630)	9/11/1998 8:40:00 PM
From: put2rich	Read Replies (2) of 18691

Here is some information about BRCM competitors for you guys to know. This is from Bernard Levy: <<< Regarding competitors of BRCM: LEVL and LU in the fast Ethernet area Motorola, Stanford Telecom, Libit and a few others for cable modem chips Sony, LSI for settop boxes PAIR does not make its own chips, it buys them from ROK and LEVL. PAIR does all the system level design. >>>> I agree that hi price reflects the tremendous revenue and profit growth but it will stop growing fast like cscc, cien, amzn (last and next Q).. and if venture capitalists sell then it might fall. Due to the small float it can swing both way hard. This is not a scam company, but it is scared to buy above 65 bucks a share... I am glad that Bernard let me know that there are big names as competitors for BRCM then it can not eat the whole pie...

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next