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

To: mmeggs who wrote (2576)	9/2/1999 7:58:00 PM
From: mark Gostine	Read Replies (1) \| Respond to of 6531

IBM unveiled today several communication processor chips. It said customers for these chips include Nortel, and Alcatel with chips available in the fourth quarter. IBM also established a Communication Research and Development Center with scientists based in its labs around the world. This was all in the WSJ today. I don't think BRCM will disappear, it just seems to me they are going to have intense competition for 40% of their market where they are seeing their most rapid growth. If their growth rate falls the stock will get hurt.