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

To: Maya who wrote (5854)4/18/2001 1:09:25 AM
From: A. Robbins  Read Replies (2) | Respond to of 6531
 
Typical spin from you short sighted fellows. CNXT's announcement of being a "second source" for Motorola is hardly winning MOT from BRCM. It's exactly what is says SECOND source, as in if there is a production shortage at BRCM, MOT can guarantee delivery of their set top boxes and cable modems etc, through an alternate source.. This is actually good news as it verifies the demand MOT sees in broadband products down the road.

Could this lead to decreased margins and increased price competition, perhaps, but at least I'm not rewriting the press release to make my point, senator.



To: Maya who wrote (5854)4/18/2001 1:34:07 AM
From: Ibexx  Respond to of 6531
 
Maya, You have grossly overstated the case by saying "CNXT winning MOT away from BRCM". CNXT will only be a second source for MOT's broadband chips.

Ibexx



To: Maya who wrote (5854)4/18/2001 7:35:01 AM
From: Stoctrash  Respond to of 6531
 
I'll just let them find out the hard way <GGG>

I like the INTC spin today...warns for next Q, no guidance and everyone is bullish thinking the worst is over. I don't think it is.


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