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


To: Paul Viapiano who wrote (6393)10/13/2002 10:13:31 AM
From: Taro  Read Replies (1) | Respond to of 6531
 
This IMHO is not the right time to do acquisitions. That time is still to come and no doubt: then cash will be king. As for BRCM´s current stumbling in the WiFi area, well others seem to have a better and more aggressive program as for catching up with and gain market-share from the 2 current leaders. I heard from a mighty competitor, that "we love (competing with) BRCM, they are so predictable: They always slip 6 months on their announcements"... Thus they display their "secret" road-map and hand out an advantage to those with swift and reliable new product design-cycles.

Taro