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Technology Stocks : SDL, Inc. [Nasdaq: SDLI] -- Ignore unavailable to you. Want to Upgrade?

To: hospitalman who wrote (1245)	5/2/2000 1:13:00 PM
From: SJS	Read Replies (3) \| Respond to of 3951

Here's some additional thoughts from CSFB on the optical chips from BRCM and who it affects: ______________ Broadcom (BRCM-$174 ¬-$20.3B-Buy) BRCM Intro?s Optical Networking Product FY00E: $0.76; FY01E: $1.09 ú In advance of some upcoming communications trade shows, Inter/Op and SuperComm, BRCM announced sampling of a 4-channel Gigabit Ethernet transceiver, manufactured in plain CMOS at TSMC, that the company plans to ship in production volumes in 3-6 months. ú BRCM is already the leading merchant IC provider for chips used in products that address the LAN market, and we view this initial Ethernet-based product is a logical extension of that leadership. While this particular product is not specifically optimized for SONET/OC-192 or fiber channel/SAN applications, BRCM intends to extend into those types of markets, for which we could see product introduction within the next six months. (That said, given long product design life cycles, we believe that significant revenues would be 18-30 months away). ú While BRCM noted that the only competitor that they see is HWP, we believe SIMG is working on an analogous type of technology for the SAN market. ú While immediate perception is that VTSS (and to a lesser extent AMCC and PMCS) may be adversely affected, we believe that the SONET/WAN biz in the near term for these companies is relatively unaffected by BRCM's announcement.