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

To: John Koligman who wrote (6412)	2/16/2003 12:17:18 PM
From: Lizzie Tudor	Read Replies (2) \| Respond to of 6531

I haven't looked at the customer breakdown for brcm customers in a while (the last I saw was an analyst report from a year or so ago)... but Cisco used to be #1. This may have changed because brcm has those wifi offerings and that side of the business is stronger than telecom ... but assuming we get an internet infrastructure recovery I would think Cisco would be brcm key customer again. Cisco isn't going to buy from Intel... for one thing Intel is a key Dell supplier and Cisco is worried about IP. I'm looking at brcm as a higher risk/reward play against the cisco business. Am I off base? (probably) Lizzie