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Technology Stocks : Cisco Systems, Inc. (CSCO)
CSCO 76.11+0.9%Nov 21 9:30 AM EST

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To: Process Boy who wrote (25767)5/17/1999 2:38:00 AM
From: goober  Read Replies (1) of 77400
 
Process,
I'm new to the thread and not the best to respond to your query, so I'll basically leave that to others. However, Level One makes the chips that can be used in set top boxes for broadband delivery, and they probably either have or are developing chips for cable modems. This market currently has a leader in Broadcom, particularly with its purchase of Epigram, but it is a fragmented market and much smaller than Intel's current market, and harder to compete in, but my understanding is that this is what INTC wishes to do.
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