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

To: goober who wrote (2125)6/29/1999 8:33:00 PM
From: Bahama  Read Replies (1) | Respond to of 6531
 
LU a customer for which product? I'm just curious which of BRCM's products you would see as fitting in to a LU product. I'm not intimately famiiar with all of LU's product lines but I'm not able to think of any fit in the ones I am familiar with, so please help me out, if you would.

I'm also not quite sure how NexaBit would have an impact on LU's use or non-use of a BRCM product, so if you could elaborate there also, it would be appreciated.



To: goober who wrote (2125)6/29/1999 11:47:00 PM
From: DOUG H  Read Replies (2) | Respond to of 6531
 
goober,
The list your referring tp was from BRCM's fye 98 annual report. You'll notice SFA MOT GIC. Th e majority of BRCM's income is from sale of chips to modem resellers. We may soon see cable/DSL modems on sale at Good Guys.This is not LU's cup of tea.
If you think of BB deployment as a growing tree, LU,CSCO are the trunk and branches. BRCM is the millions of leaves.

Rather poetic, eh?


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