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Technology Stocks : Broadcom (BRCM)
BRCM 54.670.0%Feb 9 4:00 PM EST
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To: sam who wrote (850)2/12/1999 8:47:00 PM
From: John Biddle  Read Replies (1) of 6531
 
I agree that set top boxes will be a rapidly growing market. I also agree that Broadcom has a strong position and will probably be able to grow revenue rapidly.

My concerns are that this market is attracting competition and Broadcom isn't making the kind of profit margin that I would expect in a company with a commanding market position. If they aren't able to turn their position into huge profits now, how will they do so when the competition heats up.

I'm not suggesting they'll do badly, I just like to invest where I think the odds of doing very well are much higher than I currently perceive them to be here.
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