Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Geof Hollingsworth who wrote (15)	4/11/1998 1:04:00 PM
From: Francis Gaskins	Read Replies (2) \| Respond to of 6531

Early buzz has a 40 opening which would give it a market cap of around $1.6 billion. The underwriter's estimate for BRCM are as follows: 1998-Revenues of $150 million eps-.54 1999-Revenues of $241 million-eps-.71

To: Geof Hollingsworth who wrote (15)	4/12/1998 4:08:00 PM
From: Wizard	Read Replies (1) \| Respond to of 6531

>>I am not aware of anything fundamental which gives them a long-term sustainable advantage over other players in the business. It is not their current technology advantage that seperates this company from all the other IC companies. BRCM has one of the best design teams in the world and they are extremely focused. Also, their partnerships and relationships with all the key players (General Instrument, Cisco, Intel etc...) are extremely valuable. The bet on this company is faith that they have the management, technologists & partnerships to take advantage of the broadband access nirvana. This one should be interesting.