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Strategies & Market Trends : Working All Day, But Trading Behind the Bosses Back Thread

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To: puborectalis who wrote (91)1/24/1999 8:25:00 PM
From: Mark[ox5]  Read Replies (1) of 779
 
My 5 year pick is Broadcom <BRCM> (have to look ahead) I think BRCM has "Cisco-like" potential.

Great BRCM aricle:
moneycentral.msn.com

Dell will be selling $300 machines in 5 years. (and that will be the high end) *grin*

Mark

Also from another article for BRCM newbies

But in the great battle that still looms between cable, copper wire, wireless,
and satellite delivery of voice and data to the home, I like Broadcom best. In
that fierce battle ranging around it, Broadcom is truly agnostic.

The company makes chips and chip sets for all of the competing
technologies: cable modems, cable set-top boxes, direct-broadcast satellite,
ADSL and its next-generation kin, high-speed Ethernet for local area
networks. If you can think of a player in any of these areas, the company is
probably a Broadcom customer: Northern Telecom Ltd. (NT), Cisco Systems
Inc. (CSCO), General Instrument Corp. (GIC), Scientific-Atlanta Inc. (SFA),
Motorola Inc. (MOT), 3Com Corp. (COMS), and Ericsson (ERICY).

The company's two founders and corporate
partners such as Intel Corp. (INTC) and Cisco hold all but 1.6 million of the 40
million shares. I think they're unlikely to sell in a way that would damage the
company's standing with investors.
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