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

To: Paul Viapiano who wrote (5871)	4/19/2001 2:17:51 PM
From: Bernard Levy	Respond to of 6531

I think that I have always been consistent: a) BRCM is a chip company like all others. b) It is not the next Intel since it does not have a proprietary lock on any market (cable modems, Ethernet, xDSL are all based on open standards). c) The CEO is megalomaniac and sleazy, but very smart d) The core group of engineers that started the company is first rate e) The company is still grossly overvalued when viewed ``just as a chip company'' f) Several of its recent acquisitions like VisionTech are worthless, but older acquisitions from more than a year ago in the home networking and WAN/optics/networking fabric area are very good. Right now, I think BRCM is worth $15, but longer term it will be a solid AMCC/PMCS ``like'' company, but focusing more on the edge of the network (including the home) and multimedia/entertainment applications.