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

To: Raymond Duray who wrote (2101)	6/28/1999 8:31:00 AM
From: Farfel	Respond to of 6531

the Market is growing and there are plenty of fish for everyone. Marketshare, although of great importance, must be weighed in light of the "future market". As a current "cable modem" subscriber and "beta tester" for my local cable company 18 months ago, I can most assuredly comment that I could "never go back" to regular internet service. Higher price??? What $20 bucks a month? I have spent more on 1 round at the local bar--------and for a month of speed----there is no doubt that once the general public becomes acclimated to using the internet that "SPEED" will become the priority. Enter BRCM-----and there is plenty of room for others too----with the market expanding exponentially I can see no market which provides this type of growth currently. If BRCM keeps its technological edge, its future is almost mind boggling.

To: Raymond Duray who wrote (2101)	6/28/1999 11:28:00 AM
From: DOUG H	Read Replies (2) \| Respond to of 6531

<<<<Kevin, BRCM has some of the best customers: COMS, CSCO, etc----the really big names in telecom have BRCM's chips.>>>>>>>>>> Raymond, It is my recollection that after INTC aquired Level 1, Level 1 lost business to BRCM due to the fact that INTC's competitors did not want to help INTC. If so TXN may be able to sell LIbit products to existing TXN customer base but stand to lose some existing Libit business as well. BRCM's customers: 3COM,CSCO,NORTEL,GEN. INST. SFA.H.P.,MOTOROLA,