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


To: Keith A Walker who wrote (2779)9/28/1999 9:18:00 AM
From: Martin A. Haas, Jr.  Read Replies (1) | Respond to of 6531
 
Keith and others, good news for BRCM from Briefing.Com

07:50 ET AT&T Corp (T) 43 5/8: According to Wall Street Journal article, T expected to announce plans to buy as many as 2 mln additional cable-television set-top boxes from General Instrument (GIC 46 1/4) and 1 mln cable modems from General Instrument's merger partner, Motorola (MOT 86 1/2) in a deal valued at about $1 billion. The purchases would expand AT&T's existing relationship with GIC and would also mark its first major cable modem buy from MOT.

That's a lot of BRCM chips

Regards,
Marty



To: Keith A Walker who wrote (2779)9/28/1999 9:05:00 PM
From: Stoctrash  Respond to of 6531
 
You'd think with all that STB news this thing would have rocked....??
Must be there is something else going on.

One thing to watch for, IMO,.. are these new STB's and PVR's.. or personal video recorders with time shifting and VCR type recording on a hard drive with MPEG encoding...something BRCM lacks and CUBE dominates. BRCM coulda shagged CUBE a few months ago for 40, too late now, IMO.

Some Mpeg and PVR talk...
Message 11390582

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