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Technology Stocks : Internet Guru Discussion
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To: steve harmon - analyst who wrote (37)2/12/1999 12:29:00 PM
From: Randy Nuss  Read Replies (1) of 4337
 
Steve, if you like Broadcom because they are playing both sides of the broadband future with both cable and DSL, may I suggest CNXT (Conexant -formerly Rockwell Semiconductor)as another contender. Conexant already supplies 60% of the world's internet connections, including (soon) DSL, cable modem, and an extra one, wireless.

The diminishing margins on analog modems have brought down their bottom line, but don't you think they hold a place in the next year or two?
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