Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Broadcom (BRCM) -- Ignore unavailable to you. Want to Upgrade?

To: DOUG H who wrote (1805)	6/7/1999 8:35:00 PM
From: Patriarch	Read Replies (1) \| Respond to of 6531

I've heard this rumor as well and it brings thoughts in my head whether INTC thinks it bought the wrong company. Food for thought, ML IC analyst on the INTC-LEVL deal (with a BRCM reference): Joe Osha, who tracks both Intel and Broadcom for Merrill Lynch, tells me that he thinks this combination could prove to Broadcom's advantage. "Level One wants to do that kind of integration as well, but it's going to be harder for them; Broadcom is better positioned because they've focused on digital signal processing for their transceivers from day one." techstocks.com And when one talks about DSP's, one thinks of TXN. Like I said in the last post, TI has done several deals in the past few weeks capitalizing on their DSP strength. It makes one wonder. Any thoughts? Pat