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: Kenneth Aird who wrote (2547)	8/26/1999 1:27:00 PM
From: jackmore	Read Replies (1) \| Respond to of 6531

Kenneth, Re: 10Q Thanks. That helps. I like the idea of BRCM buying TERN. I think Cisco owns about 20% and one of the cable operators, I believe Shaw, has a sizable chunk as well. There may be others. A deal might be pretty complicated to pull off. In light of the potential downsides for TERN in participating in 1.2 development, and the obvious downsides to BRCM from possible loss of market share to TERN or others, maybe 1.2 is "all but dead" as suggested by an earlier poster. BRCM may just continue to own a large fraction of U.S. market, and TERN may continue to garner sizable fraction of global market. Maybe. I have a position in each, so I'm rooting for both. Regards, jack