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To: steve harmon - analyst who wrote (2858)	10/1/1999 4:40:00 AM
From: puborectalis	Read Replies (2) \| Respond to of 4337

Steve, isn't brcm a buy?...Broadcom May Supply All Chips for 3 Million Cablevision Boxes, CEO Says By Erik Schatzker Broadcom May Supply All Chips for Cablevision Boxes, CEO Says Squaw Valley, California, Oct. 1 (Bloomberg) -- Broadcom Corp. may supply all the semiconductors for the 3 million cable television set-top boxes that Cablevision Systems Corp. is buying from Sony Corp., Chief Executive Henry Nicholas said. Nicholas said he expects Sony to buy many if not all of the chips it needs from Broadcom, the No. 1 maker of semiconductors for digital set-top boxes and cable modems. He declined to say when the sales will begin. ''We're confident that we'll end up with a very significant part of the silicon content in that box,'' he said in an interview at Telecosm '99 in Squaw Valley, California.