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To: Stoctrash who wrote (44085)	8/23/1999 11:30:00 AM
From: Stoctrash	Read Replies (1) \| Respond to of 50808

BTW..BRCM bought Armedia not too long ago...I guess they do encoding, anyone have a scoop on them? Here is the latest ML report on them as well, compliments of the BRCMer thread. research2.mlol.ml.com "Broadcom's market share will decline to 50-60% during the next two years. · We believe that they have an opportunity to take a graphics socket in GICs DCT5000. n Cable modem business – dominating the space · The company continues to be the dominant supplier to the cable modem industry. CableLabs, which is that organization that qualifies vendor cable modem equipment, has certified 10 vendors as being DOCSIS compliant, and Broadcom silicon is used with 9 of the Table 1: Recent Broadcom acquisitions Company Price ( Date) Comments Maverick $100 (1/99) 24x2 10/100 switch solution with GigE uplinks, sample in Q4, ship in Q1 Altocom $190 (8/99) Soft modem, upgradeable modems Epigram $320 (4/99) Home Networking products Hothaus $280 (7/99) VoIP SW, strengthens cable modem/set top box position Armedia $84 (6/99) Digital video encoders, India based company Source: Company reports