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To: Mark Fowler who wrote (3166)	11/17/2000 1:59:02 AM
From: Si_Detective	Respond to of 57684

Mark, take a look of MRVL again. Earning today. I just listen to its cc. Very impressive, 30 new design wins with its Gigaphy and 20 of them are tier one customers, design wins in all major networking companies. They are taking business from BRCM.

To: Mark Fowler who wrote (3166)	11/17/2000 11:14:53 AM
From: Si_Detective	Respond to of 57684

BRCM: many BRCM investors still believe(or they simply don't know) BRCM is leading in all front. At least in GigabitPHY, very high growth area, they're lagging Marvell now. MRVL has many design wins in this area. I think BRCM is very shaky once this comes in picture.