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Technology Stocks : The New Qualcomm - a S&P500 company -- Ignore unavailable to you. Want to Upgrade?


To: marginmike who wrote (2854)11/1/1999 10:10:00 AM
From: marginmike  Read Replies (2) | Respond to of 13582
 
I own BRCM, but BRCD is worth a look too.



To: marginmike who wrote (2854)11/1/1999 10:31:00 AM
From: qdog  Respond to of 13582
 
Data isn't going away and they seem to be the, oh God I can't believe I'm saying this, the Intel of networking. With broadband comm's being the future in the broadest terms, I'm starting to zero in on this one. There was another article in the link I gave about something else and their name popped up in it as well. I just have to do some old fashion homework and findout what the gas is on these folks. I genuinely don't like pure chip plays as they become commoditized before anyone is aware of it and act like oil stocks. You have to pay strict attention to the underlying commodity and it's pricing. Right now, they seem to BE it.