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To: stockman_scott who wrote (26334)	11/18/2005 4:11:03 PM
From: Bill Harmond	Read Replies (1) \| Respond to of 57684

13:22 BRCM Broadcom could be big winner as a result of CSCO/SFA deal - Harris Nesbitt (47.50 +0.29) -Update- Harris Nesbitt believes that BRCM could potentially be a big winner as a result of CSCO's acquisition of SFA. Firm notes that CSCO's Linksys unit is BRCM's largest WLAN customer, and notes that SFA currently buys cable modem, PVR-related cable set-top box chips, and limited MPEG-4 chips from BRCM, while the bulk of SFA's cable set-top boxes are internal SFA ASICs. Firm thinks that as WLAN, video, and cable get integrated, this could open up the SFA cable-set-top box business to a chip supplier like BRCM, and they think that CSCO would likely be interested in outsourcing more of the SFA ASIC business to squeeze costs.