C-Cube Message Board - Msg: 8550627

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Technology Stocks : C-Cube

CUBE 36.28

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To: J Fieb who wrote (39500)	3/26/1999 4:34:00 PM
From: ftmp	Read Replies (1) of 50808

I am reading the merril lynch report on brcm, merril lynch was expecting "second-source design wins" would be announced at some point by a broadcom competitor, and neither scientific atlanta nor general instrumnet indicated that there is an integrate circuit maker would become a serious competitor to brcm yet. merrill lynch thinks that Conexant Systems is the most competitive one to brcm. STM only compete with brcm on mpeg2 video.

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