SI
SI
discoversearch

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: Stephen M. DeMoss who wrote (6145)1/22/2002 3:48:55 PM
From: Ibexx  Read Replies (3) | Respond to of 6531
 
10:57AM 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.

____

Kumar's record on INTC calls were about 50:50.

Ibexx