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To: Lizzie Tudor who wrote (14380)10/17/2002 6:42:59 PM
From: techanalyst1  Respond to of 57684
 
Brcm? They are going to get margins hurt. Price of modems just keeps dropping and dropping with competitors moving in. They might have more revenues, but are they making more money and what about going forward?

There are a few software companies doing ok. Msft, merq, symc, intu, erts.

We'll have to see next year what spending brings.

TA



To: Lizzie Tudor who wrote (14380)10/17/2002 9:56:43 PM
From: Lizzie Tudor  Read Replies (4) | Respond to of 57684
 
From woes to wow at wireless show
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