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

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To: Robert S. who wrote (1228)4/8/1999 10:48:00 PM
From: Stoctrash  Read Replies (5) of 6531
 
Hey, dude I'm not arguing that it's not a great company...the problem is there are 30, 40, 50+ companies out there work'n on this stuff.

When company X says to Mr. Cable Guy..."here is this chip & I'll sell it to you for 15 bucks"....Mr. Cable Guy/Telco Guy etc...says OK!! When that happens BRCM is smoked and will have to sell it for 14 or lose the biz = bye bye fat margins. It's happened before...it will happen again.
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