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

To: Didi who wrote (5086)	1/6/2001 7:09:24 PM
From: Keith A Walker	Read Replies (3) \| Respond to of 6531

This would be a pretty good guess as to what Monday's conference call will be about. I'll speculate further: one of the production "headwalls" which our beloved BRCM may face in the near future is fab availability. What if BRCM recognizes the value of owning fab space? Perhaps a purchase of LSI is in the works. Just my speculation, but, I would classify BRCM taking over LSI, in a friendly bid, very cool.