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

To: ftth who wrote (24)	3/18/1998 11:14:00 PM
From: Clam Clam	Read Replies (1) \| Respond to of 78

Wow. 43+ million shares outstanding. At $20, this stock will be valued at $860mm... Huge revenue ramp however.. Last qtr was $15mm sales up from $8mm in Sep. This deal will be HOT. Excerpt from the prospectus (at sec.gov Customers: MARKETS CUSTOMERS --------------------------------------------------------------------------------------- Cable Set-Top Boxes General Instrument Scientific-Atlanta --------------------------------------------------------------------------------------- Cable Modems 3Com Bay Networks Cisco Systems Com21 Ericsson General Instrument Hybrid Networks Motorola Scientific-Atlanta --------------------------------------------------------------------------------------- High-Speed Networking 3Com Accton Technology Adaptec Alantec/Fore Bay Networks Cabletron Cisco Systems Digital Equipment Corporation D-Link Standard Microsystems --------------------------------------------------------------------------------------- DBS and Terrestrial Wireless General Instrument Italtel Samsung --------------------------------------------------------------------------------------- xDSL General Instrument (Next Level Communications) Nortel Competition... The Company competes with a number of major domestic and international suppliers of equipment in the markets for cable set-top boxes, cable modems, high-speed networking, DBS and terrestrial wireless, and xDSL, which competition has resulted and may continue to result in declining average selling prices for the Company's products. The Company currently competes in the cable television set-top box with Rockwell, Philips, LSI Logic and VLSI Technologies for communication devices and with SGS-THOMSON, LSI Logic and C-Cube in the MPEG segment. The Company expects other major semiconductor manufacturers to enter the market as the digital broadcast television and other digital cable television markets become more established. A number of companies, including LSI Logic, Rockwell and Toshiba, have announced that they are developing and plan to introduce MCNS/DOCSIS compliant products in 1998, which could result in significant competition in the cable modem market. In the high-speed networking market, the Company principally competes with established suppliers including Lucent Technologies, Level One, National Semiconductor and Advanced Micro Devices ("AMD"). The Company's principal competitors in the DBS market include LSI Logic, Philips, SGS-THOMSON and VLSI Technologies, and the Company's principal competitors in the xDSL market include Analog Devices, Alcatel, Motorola and Globespan. The Company also may face competition from suppliers of products based on new or emerging technologies.