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

To: Lizzie Tudor who wrote (6336)	8/23/2002 7:03:27 PM
From: Taro	Respond to of 6531

To:Taro who wrote (104) From: Taro Friday, Aug 23, 2002 6:57 PM MRVL, quarterly results and it´s peers... Obviously I was wrong - and I am happy for that! This proves the point that not all of the peers out of the group of AMCC, BRCM, PMCS and VTSS must right now be bad news... Isn´t it time that more people realize, that MRVL is indeed in this group - and indeed outperforms them all??? Taro

To: Lizzie Tudor who wrote (6336)	8/23/2002 7:08:53 PM
From: Taro	Respond to of 6531

Lizzie, the fact is that Marvell vastly outperforms Broadcom in any of the 4 areas where they so far compete. They do that on performance and economy. What else is important? Those guys are on a head-on collision course and that fact is well understood at both companies internally. It´s time that the investors also realize this. Taro

To: Lizzie Tudor who wrote (6336)	8/24/2002 12:39:26 PM
From: Larry Livingston	Read Replies (1) \| Respond to of 6531

Lizzie, the major wifi players from Barrons: "The market for Wi-Fi chips is dominated by Nasdaq-listed Intersil, with a 65% market share, according to Piper Jaffray analyst May. But faster wireless technologies have been pioneered by privately held firms such as Atheros Communications, of Sunnyvale, Calif. And many other publicly held chip makers have introduced competitive wireless chips, says May, including Agere Systems, Broadcom and Marvell Technology. The latter firm, for instance, just announced a set of Wi-Fi chips that eventually could sell for as little as $5. Such chips today cost $15 to $25. All this 802.11 activity may raise the heat under competing communications chip makers, but it can only benefit wireless users. And make hotspots into hot spots." Link to entire article: online.wsj.com Note two things. One, the intense price competition signified by dropping prices which means narrowing margins and also that BRCM is not the dominant player.