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

To: Taro who wrote (6347)	9/13/2002 3:25:01 PM
From: Taro	Respond to of 6531

802.11 MAC/Phy at Intel and MRVL: Now, don´t we all wonder, Who is doing that 802.11 NIC single-chip for INTC? Judged by all the guys who know nothing or claim this is all smoke, my best bet is - MRVL! The fancy 1GbE Mach/Phy relationship now the main bottom line provider of MRVL´s fantastic recent quarter may find it´s successor in the very 802.11 single-chip for NICs at Intel. Whats more: The main bottom line providers last quarter at MRVL, 1GbE PHYs and MAC/PHYs (Intel) sucking the final crumbs off BRCM´s former leadership. Now, this quarter at MRVL the resources were shifted to Enterprise and SoHo gnawing the final meat off BRCM´s ever bleaker bones. Somebody "III" is getting badly squeezed between an obsidian stone and an ever harder place, Taro