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

To: Black-Scholes who wrote (2731)	9/21/1999 11:53:00 AM
From: puborectalis	Respond to of 6531

only represents buying opportunities......only the market mavens know the future...

To: Black-Scholes who wrote (2731)	9/21/1999 12:06:00 PM
From: Stoctrash	Read Replies (1) \| Respond to of 6531

BS.....don't kick them when their stock has fallen and can't get up. You be nice, it's still a 100+ bucks.. Should be a trade somewhere if it tries to fill the gap today.

To: Black-Scholes who wrote (2731)	9/21/1999 8:03:00 PM
From: yzfool	Read Replies (2) \| Respond to of 6531

When MOT continues to fumble the ball as they did with the G4 and AAPL, BRCM will be there to bail them out. Furthermore, here's a thought: Money Talk: I have a question about your recent answer regarding DSL. Where does Texas Instruments stand in your analysis? Is Lucent ahead of them??? Harmon: TI {TXN} has done a good job with its DSL chipsets and landed high-profile customers including Samsung and Hyundai. It also works on cable Internet chipsets. As such, I would place it more in competition with Broadcom {BRCM}. But keep in mind that TI generates revenue from a variety of chips and technologies. For the first six months this year, revenue reached $4.39 billion -- flat vs. same period last year. Net income was $567 million. TI's market cap was at $69.5 billion September 20, while Lucent {LU} is in a different class, wider scope and much bigger fish. LU market cap was north of $210 billion. Lucent is a much broader scope of networking stock while TI more chipset driven. If TI wanted to scale I believe acquiring Broadcom makes sense. Not very dilutive and BRCM has positive earnings and leading DSL and cable Internet chip marketshare. BRCM closed yesterday at $10.9 billion market cap with a run-rate $425 million revenue for 1999 and real net income for an Internet stock, possible margins of 10% if current results continue. If you have a question for Steve or a comment about today's (taken from cnbc.com 9/21/99)

To: Black-Scholes who wrote (2731)	9/21/1999 8:39:00 PM
From: Drake	Respond to of 6531

Blacky, et al, unless I misunderstood company press release listed on Microsoft Investor Stock News, today (after market close) BRCM's CFO said that Taiwan disaster would have NO effect on company's 3rd quarter -- and, company would probably be able to shift next quarter around so that it would be minimally (if at all) effected. Further, re your comment on MOT "dumping his __ once that supply contract is up", I sincerely doubt that, since (in my opinion) BRCM's technology is so far superior to MOT that it will take them ages (if ever) to catch up -- and I'll still bet on BRCM's management team for the future. dc

To: Black-Scholes who wrote (2731)	9/22/1999 1:38:00 AM
From: DOUG H	Read Replies (1) \| Respond to of 6531

B.S. Don't you own CUBE? This does'nt look good: Lower exposure to Taiwan could offer a good investment opportunities We think that the uncertainty surrounding the extent of the Taiwan earthquake could negatively affect most semiconductor stocks. However, we believe that investors may find a good investment opportunity should stocks of companies with relatively low exposure to the Taiwanese foundry business negatively over -react. Contrary to what some investors may think initially, most of the franchise players in our Communications IC universe have little or no foundry work being done in Taiwan. Since many of these companies deal in bipolar, BiCMOS, gallium arsenide, or silicon germanium processes, they either manufacture their wafers internally or at domestic foundries, notably IBM. Within this universe, we believe that investors can break down the opportunities according to exposure: Very little / No exposure: AMCC, CNXT, DS, INTC, RFMD, TXN, VTSS. Fair amount of exposure: PMCS, BRCM Large exposure: CUBE, GALT