Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Raymond Duray who wrote (6001)	7/3/2001 2:46:19 PM
From: Keith A Walker	Read Replies (1) \| Respond to of 6531

Ray - So, in short,... no pun intended of course ;-) I do agree with your analysis that the halcyon days of the broadband chip providers are over, fini, kaput! However, I disagree with your assertion that now all applying the brakes on advancing the technology . There is still so much more to be accomplished with providing bandwidth to a bandwidth starved world. Violent cyclicality works both ways....we may not see 30% YOY growth out of CSCO, MSFT or INTC ever again, but, we will see growth. Consequently, I remain a long-term bull on BRCM and others. Happy 4th, Keith