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

To: Getrich Won who wrote (6)	2/10/1998 12:49:00 PM
From: Richard Larrabee	Read Replies (1) \| Respond to of 78

Broadcom filed S-1 on 2.5.98. Estimated revenue $53M + side deal with Cisco (cash-out of $500K investment?). Lead underwriter is Morgan Stanley. Others include BT Alex. Brown, DM-G and H&Q. I would expect IPO in 2Q98 based on due diligence and market conditions. See EDGAR filing for complete details. BTW - I like this company. They have the clear lead for cable/broadband access. Would also make a great acquisition for other access gear providers like Motorola, Lucent, 3Com or Cisco. Provided the Cable companies can get their act together, Broadcom could be the next Ciena. Regards