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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: EJhonsa who wrote (35043)	11/19/2000 4:16:10 PM
From: Eric L	Respond to of 54805

Eric, << Broadcom has some gorilla-like attributes. The reason for this, and the reason that the company's business is different from that of, say, Applied Micro or PMC-Sierra, stems from the issue of long-term barriers to entry >> I have read several of your posts here, referencing Broadcom, and seen a few of your comments about PMC-Sierra (which I hold, and Applied Micro, which I don't. But for the first time you have caught my attention. The reason for this is that you are talking gorilla talk, in addressing Broadcom, something that no one (that I can recall) has done with PMCS. << I haven't even finished reading the book yet >> You sure are getting the drift. Which leads me back to "Poject Hunt" and Qualcomm. Nobody has stepped to the bar yet. My understanding is (could be wrong) that in "Project Hunt" gorilla gaming theory is not being applied, it is being supplemented. Good post. - Eric -

To: EJhonsa who wrote (35043)	11/19/2000 8:51:14 PM
From: chaz	Read Replies (2) \| Respond to of 54805

Eric, I've stayed away from BRCM for lack of the very kind of understanding you've been giving us, and I've been one who is/was somewhat critical of their acquisition strategy, feeling it represented very highly priced dilution at best. As a non techie (there are plenty of us here) you've really helped a lot, and for myself and surely others, your several posts on BRCM have been helpful. That said, I have to ask (as the Round Table dummy), if the set-top box market is going to be as significant in the economy (and to BCRM) as the PC was/is to the economy and INTC. What insight can you give us about the set top market...what's driving it, why should I be paying attention? In a previous post, you mentioned several other markets BRCM will address. Can you tell us why some of these will become significant...us non-techies are all ears. Thanks. Chaz

To: EJhonsa who wrote (35043)	11/20/2000 2:20:23 PM
From: Seeker of Truth	Respond to of 54805

The name of the game in integrated circuits is to integrate, i.e. to pack as many functions onto one chip as possible. BRCM is way ahead of the bunch in many respects as you pointed out in such helpful detail. But in the history of the semiconductor industry has such a lead ever been sustained? It seems to me not. Look at the CPU of computers for example. We have Compaq, IBM, Sun, MIPS, HP with their 64 bit systems. No one of them seems far ahead of the others even though they all are selling marvelous feats of engineering. BRCM looks to me like a medium term king. We are not forced to build on top of BRCM's equipment as an accepted standard.

To: EJhonsa who wrote (35043)	11/20/2000 2:21:44 PM
From: Seeker of Truth	Respond to of 54805

The name of the game in integrated circuits is to integrate, i.e. to pack as many functions onto one chip as possible. BRCM is way ahead of the bunch in many respects as you pointed out in such helpful detail. But in the history of the semiconductor industry has such a lead ever been sustained? It seems to me not. Look at the CPU of computers for example. We have Compaq, IBM, Sun, MIPS, HP with their 64 bit systems. No one of them seems far ahead of the others even though they all are selling marvelous feats of engineering. BRCM looks to me like a medium term king. We are not forced to build on top of BRCM's equipment as an accepted standard.