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 : Intel Corporation (INTC) -- Ignore unavailable to you. Want to Upgrade?

To: wanna_bmw who wrote (156511)	1/22/2002 12:17:37 PM
From: Tony Viola	Read Replies (2) \| Respond to of 186894

wbmw, thread, Here's another one from Briefing. What chipsets are these Ashok is talking about? Looked up financials on BRCM along the way: they've lost $12.80 a share in GAAP terms over the last year. Talk about an overpriced stock (in GAAP terms)! 10:57 ET Broadcom (BRCM) 46.43 -2.09: In a pre-open note, USB Piper Jaffray analyst Ashok Kumar argued that BRCM's ServerWorks is seeing its first serious competition from Intel (INTC) in one-way and two-way server platforms; Kumar says this could threaten Broadcom's strategy to use chipsets as entry points for gigabit ethernet and other products into server OEMs. Interesting argument by Kumar, talking about server chipsets as "foot in the door" to customers with regard to their selling ethernet and other products to OEMs. Tony