Broadcom (BRCM) Message Board

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Technology Stocks : Broadcom (BRCM)

BRCM 54.67

0.0%

Feb 9 4:00 PM EST

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To: limit who wrote (1189)	3/31/1999 9:27:00 PM
From: Robert S.	Read Replies (2) of 6531

CNXT is a fine company and it will do well in areas outside of cable modems but one should not underestimate the strong relationships BRCM has established with GIC and SFA. While it is not impossible, it is improbable that CNXT will garner a large share of this market for the foreseeable future. CNXT's strength lies in the network access and wireless component businesses and it should prosper there. CNXT's 5 yr EPS growth rate is projected to be less than half of BRCM's growth rate but CNXT nevertheless appears to be an interesting investment vehicle and both companies have, IMO, a bright future.

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