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Technology Stocks : Broadcom (BRCM)
BRCM 54.670.0%Feb 9 4:00 PM EST

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To: Bahama who wrote (998)3/4/1999 7:54:00 PM
From: Patriarch   of 6531
 
It's never wise to ignore competitive threats just because you don't want them to be.

Not to speak for Doug, but I don't think he was ignoring anyone. The way I see this deal, INTC needs a new growth engine and they have found it. I read where in the next few years, sales of communications chips are expected to rise twice as fast as sales of microprocessors. I knew the big boys were coming. IMO, BRCM has the lead, has excellent management and will fight the good fight.

Regards,
Pat
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