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To: Venkie who wrote (1268)5/31/2001 3:21:07 PM
From: Sully-  Read Replies (1) | Respond to of 13815
 
14:49 ET SG Cowen on MOT and BRCM : In intraday Tech Radar comment, SG Cowen reveals that recent channel checks suggest that Motorola (MOT 14.97 +0.87) has significantly reduced component order rates for cableend equipment. Views reduced component orders from MOT as a negative for Broadcom (BRCM 34.84 +1.75), which derives approx. 20%-25% of its revenues from MOT. Will also likely affect Anadics (ANAD 19.90 +0.88).

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