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Strategies & Market Trends : Steve's Channelling Thread -- Ignore unavailable to you. Want to Upgrade?

To: TREND1 who wrote (29650)	10/7/2001 1:51:36 AM
From: Frederick Langford	Respond to of 30051

This might be why BRCM is underperforming: Information taken off their web site. Broadcom has a significant market share in cable modems, digital set-top boxes, residential broadband gateways, high-speed home networking and Fast Ethernet networking, and provides key technology and products in emerging broadband markets such as digital subscriber line (DSL), fixed wireless, direct broadcast satellite and terrestrial digital broadcast. Broadcom has strategic customer relationships with 3Com, Nortel-Bay, Cisco Systems, Motorola/General Instrument and Scientific-Atlanta. SFA warned, Nortel crashed, DSL struggling. From a July 20 article CBS.MarketWatch.com Broadcom and Intel will most likely meet in court again, as Mulloy said Intel (INTC: news, chart, profile) has a separate patent-infringement case pending against Broadcom, scheduled to go to trial in the fall, that involves communications products. I believe the trial is scheduled for Oct 23. Fred