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

To: FR1 who wrote (5811)3/30/2001 8:00:22 PM
From: Bernard Levy  Read Replies (2) | Respond to of 6531
 
Re. ``BRCM is the king in its field.'' Actually, the King is starting to get squeezed on
several sides. In the gigabit Ethernet market, MRVL has made big inroads.
In the settop box market, the LSI+CUBE alliance is a long-term threat, and the cable
modem chip business is strictly a commodity business.

Also, you leave out the one case when the market tanked after 3 Fed rate cuts: 1930.



To: FR1 who wrote (5811)3/30/2001 10:43:40 PM
From: Stoctrash  Read Replies (1) | Respond to of 6531
 
FR1...the cash thing is a joke imo. They are paid to invest in stocks, 5% extra cash ain't gunna do much besides pay off the people cashing in their chips.

The economy thing is just a bonus IMO, BROAD.con would have been tanked to 35 or less with out it, but now we get to see the teens, IMO.

Tell me...do you think they will warn again like the rest in their sector have?


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