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.

Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: Steve Warkentin who wrote (4307)	7/27/1999 12:17:00 AM
From: Uncle Frank	Respond to of 54805

>> Is BRCM still considered a Gorilla considering increasing competition from LU and TXN? Steve, we've discussed brcm, but never decided if it was an emerging primate, or just a darn good investment. As a result, it was added to JRH's Watch & Wait Portfolio rather than the G&K Index. If it is a Gorilla, competition will be shrugged off easily, but if it isn't a Gorilla, brcm will be in for some frightening challenges, and not only from lu and txn. Cisco and Intel are clearly looking at Broadcom's sector as well. Frank