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Technology Stocks : Broadcom (BRCM) -- Ignore unavailable to you. Want to Upgrade?

To: Maya who wrote (4773)	11/28/2000 8:01:15 PM
From: Stoctrash	Respond to of 6531

I know dude...they could have got 30-40% of the DVD market, a better codec and snuffed out a major competitor in the STB market too if they had bought CUBE. My guess is they offered stock and CUBE said "NO THANKS"....since they had such a bad deal with the HLIT spin. CUBE would have cost them 1.5-2B IMO, but still you've got something then(revenue, earnings, visibility), rather this VT deal with nothing but a dream. I'm wondering...was BRCM management behind this medical marijuana deal and were they sampling or what?

To: Maya who wrote (4773)	11/28/2000 9:25:09 PM
From: Stoctrash	Read Replies (1) \| Respond to of 6531

Maya, check out the TXN news.....another problem for BRoadCruM!! Message 14900500 "Texas Instruments, the top maker of chips for cell phones, said Monday it has gained 30 percent of the market for cable-modem chips in less than 18 months in the business. Texas Instruments, based in Dallas, said it will supply 3 million of the 10 million units expected to ship this year. This is a sevenfold increases in its market share from 1999, the company said. ..." ---- Hello Mr. Henry Nicholas, how are your margins holding up on the cable modem chip biz?? How come you failed to mention this little fact in your "pump up the volume spin" on CNBC today? Losing 30% of one of your main product lines...tisk, tisk, a sad sad example you are setting my friend. Hello longs..are you listening to me now..?? I told you competition, dilution, lost contracts...my FUD is now FACTS!! FredE, King of BRoadCruM