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Politics : Idea Of The Day -- Ignore unavailable to you. Want to Upgrade?

To: IQBAL LATIF who wrote (29805)	11/23/1999 9:45:00 AM
From: IQBAL LATIF	Respond to of 50167

Another thought provoking post /// Broadcom (BRCM)by TinkerShaw I own both Q and BRCM. BRCM is a $17 billion company at this time. Not easy nor cheap to acquire. 2nd, why? QCOM makes the technology that enables the wireless transfer of communication. BRCM makes the technology that enables these radio type waves to be received on network hardware and distributed at broadband speeds. Different levels on the vertical chain of production. Thus, they are not competitors at this time. If Q wanted to start producing DSL chips or Cable Box chips, or home networking chips that work over the existing communication lines in the home at broadband speed, Q would be smashed by BRCM - no questions asked. Vice versa if BRCM started making CDMA chips. Each companies market is big enough in and of itself for the next 20 years. I see no synergies, and I see only coopertition, not competition between these two monster companies. Smiling to the Bank with both!