The Thread Formerly Known as No Rest For The Wicked Message Board

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Strategies & Market Trends : The Thread Formerly Known as No Rest For The Wicked

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To: MARU CAT who wrote (22357)	3/31/1999 8:00:00 PM
From: Ed K	Read Replies (3) of 90042

OK, I'll take that and give you another one. I'm guessing that PAIR will be taken by BRCM. Henri Samueli was a founder of PAIR as well as BRCM, but was too frustrated at PAIR because he lost control to VCs (needed the money to get started) and took his $$ to play in another game. Now that BRCM has a market cap 8X of PAIR, BRCM can easily afford it using inflated stock and PAIR's ASDL chips/business is an excellent parallel to BRCM's cable modem chips/business combining technology in the two hottest pieces of the network market. Ed K

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