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Technology Stocks : Broadcom (BRCM)
BRCM 54.670.0%Feb 9 4:00 PM EST
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To: md1derful who wrote (1453)4/28/1999 11:57:00 AM
From: SteveG  Read Replies (1) of 6531
 
H&Q presentation and breakout by Nicholas was very strong (with fire marshal alarming capacity). Details as time permits, but seems like a buying op. They will likely announce/demo 100Mbps over 100 meter silicon (single chip) at Interop. LOT of focus on intelligent LAN and home networking. In copper access, banking on VDSL and don't see ADSL being that strong of a market for awhile.
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