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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: DiB who wrote (67)2/18/1999 2:08:00 PM
From: Teflon  Read Replies (2) of 54805
 
They are not heavily involved as of yet, but it will be a future focus for the business going forward. It is the natural evolution of their business. Broadcom is definitely a leader in the industry today, I just question its ability to defend its market when the data comm market starts to heat up.

Again, I am looking at a 5 year horizon and we are discussing Broadcom's ability to become a "Gorilla" within the industry.

Thanks,
Teflon
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