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Non-Tech : Amati investors -- Ignore unavailable to you. Want to Upgrade?

To: srvhap who wrote (30791)	4/16/1998 2:26:00 AM
From: Galirayo	Read Replies (2) \| Respond to of 31386

[ Chat ] Tom, I haven't had the chance to check em out yet. What? You say no go? Here's a few fresh ones for your inspection. (alphabetical order) BJCT, GENZL, MCDE, NORT Well, actually BJCT is an old Fave. Waitin on a wire if ya know what I mean. Ray

To: srvhap who wrote (30791)	4/16/1998 9:49:00 AM
From: JW@KSC	Read Replies (2) \| Respond to of 31386

Re: Broadcom , No Shame Here -----> Long Term Sounds Excellent. IPO? Depends on the price you bought or buy your shares. No Shame here................ Intel, Cisco, GI, all own 1 million shares. There are a few others but I can't find the story. Broadcom's semiconductors are used in broadband (high-speed) data and video transmission products. The company controls the market for cable modems and digital set-top boxes. Its chips are also used in products for the Ethernet networking, digital broadcast satellite, and digital subscriber line markets. Broadcom's customers include Cisco, Motorola, Northern Telecom, General Instrument, Scientific-Atlanta, and Samsung. It has international sales offices in the Netherlands, Singapore, and the UK. Underwriter(s): MORGAN STANLEY DEAN WITTER & CO BT ALEX BROWN INC DEUTSCHE MORGAN GRENFELL INC HAMBRECHT & QUIST LLC broadcom.com General Instrument and Broadcom Announce Strategic Partnership for Next-Generation Digital Set-Top Terminal Silicon 3Com, Bay Networks, Cisco Systems, Com21, General Instrument, Hewlett-Packard, and Scientific-Atlanta Will Develop Interoperable MCNS Compliant Cable Data Modems Based on Broadcom Corp.'s Silicon Platform New Orleans, NCTA -- March 17, 1997 -- Broadcom Corp. announced today that 3Com, Bay Networks, Inc., Cisco Systems, Com21, General Instrument Corp., Hewlett-Packard, and Scientific-Atlanta plan to develop high-speed cable data modems and headend equipment based on Broadcom's Multimedia Cable Network System (MCNS) compliant silicon. These relationships with Broadcom advance the progress for industry-wide MCNS interoperability and signify the industry's first step toward providing consumers and cable operators with interoperable cable data modems at competitive prices from multiple sources. "The use of a common chip set from Broadcom provides the basis for interoperability of first generation MCNS compliant cable data modems," said Henry Nicholas, Broadcom's president and CEO. "We're pleased to work with these leading modem manufacturers toward the development of a true interoperable, cable modem." First released last year, the MCNS specification was developed by a consortium of leading MSOs to ensure the rapid availability of interoperable, high-speed cable data modems from multiple vendors, which consumers could ultimately purchase through retail outlets at competitive prices. The specification defines the characteristics of the radio frequency interface, the message sets, and the signaling sequences between the headend and subscriber modems that are necessary to achieve interoperability. The MCNS consortium will release the interim specification at the National Cable Television Association (NCTA) this week. "This announcement is a great response to the effort that the cable industry and its suppliers have undertaken," said Dr. Richard R. Green, president and CEO of CableLabs. "Our cable operator members look forward to the time when these cable modems will be available at retail stores and cable customers who wish to buy them will have choice and competitive pricing," Green added. Broadcom's silicon platform consists of six integrated devices that are fully compliant with the MCNS radio frequency interface specification and the cable modem TELCO return specification. These devices will provide manufacturers with an end-to-end, interoperable cable data modem solution, which operates at data rates up to 40 Mbps downstream and up to 10 Mbps upstream. Broadcom's cable data modem devices consist of the BCM3116 64/256 QAMLink( Receiver with FEC, the BCM3036 QAMLink Burst Modulator, and the BCM3220 MCNS Subscriber MAC. The headend equipment devices consist of the BCM3033 Universal Modulator, the BCM3136 QAMLink Burst Demodulator, and the BCM3210 MCNS Headend MAC. Broadcom expects that prototype cable data modem equipment using the company's devices will be demonstrated in 4Q97 with production beginning in 1998. Broadcom and these cable modem manufacturers also plan to work together to develop a cable data modem interoperable testing and certification plan. Broadcom Corp. is a leading supplier of silicon solutions for the broadband digital communications market and is a market leader for digital transmission solutions in the cable TV and cable modem markets. Broadcom's customer base includes leading equipment manufacturers in the local area network, cable TV, direct broadcast satellite, xDSL, and digital microwave radio markets. _____________________________________________________ General Instrument and Broadcom Announce Strategic Partnership for Next-Generation Digital Set-Top Terminal Silicon Irvine, CA - March 25, 1998 - Broadcom Corporation and General Instrument (NYSE:GIC) today announced a strategic partnership for the development of highly integrated silicon solutions for advanced interactive digital set-top terminals. According to the terms of a Development, Supply and License Agreement, General Instrument has agreed to purchase a guaranteed percentage of ICs for its digital cable set-top terminal subscriber products from Broadcom in each of the next four years covered by the agreement. In addition, General Instrument has licensed MPEG-2 decompression technology to Broadcom. General Instrument recently announced that it entered into long-term understandings with most of the leading cable system operators ("MSOs") to supply at least 15 million advanced digital set-top devices to such MSOs. Broadcom has been selected by General Instrument as a strategic supplier for the ongoing integration of critical functions and technologies into more cost-effective silicon solutions. Broadcom has already partnered with GI on developing integrated silicon solutions for the transmission and control functions and the video, audio, and graphics functions for their DCT-1000 and DCT-1200 terminals. Broadcom also will be working with GI to integrate more advanced features such as cable modem functionality into a cost-effective silicon solution for use in the DCT-5000+, GI's next generation advanced interactive digital cable terminals, expected to be introduced in early 1999. These modems will be designed to enable the units to facilitate high-speed data networking applications such as Internet access or IP telephony. This capability would be provided using a protocol defined by the Multimedia Cable Networking Systems ("MCNS") consortium, made up of leading MSOs. Broadcom's fully integrated communications solution will work with GI's unique triple tuner architecture to enable consumers to simultaneously watch TV and surf the Internet or watch and talk using cable IP telephony functionality. Late last year, Broadcom announced the availability of an MCNS/Data-Over-Cable-Service Interface Specification ("DOCSIS") cable-modem silicon platform, which includes the upstream, downstream and MAC chips for both cable modem subscriber units and cable modem termination systems. This technology will provide the basis for interactivity in advanced set-top terminal designs, which will incorporate the following key Broadcom technologies: Cable-TV Tuner and RF Technology 64/256-QAM Receivers QPSK Control Channel Receivers QPSK/16-QAM Transmitters MCNS/DOCSIS Media Access Control (MAC) Processors "Through the cooperative efforts of General Instrument and Broadcom, we are working to integrate all of the silicon components of the next-generation digital set-top terminals into a single VLSI device, excluding the processor and memory," said Henry Nicholas, President and CEO of Broadcom Corporation. "With this objective in mind, we have developed an architecture and execution plan to deliver silicon, software and infrastructure support. This plan addresses today's legacy systems, as well as the emerging requirements of products that will enable value-added interactive services." "We partnered with Broadcom because of its industry leadership in cable modem silicon technology and its strong commitment to the cable TV market," said David Robinson, Vice President and General Manager, Digital Network Systems at General Instrument. "GI plans advanced digital set-top terminals supporting Internet telephony, Internet surfing, e-mail, electronic commerce, home banking, video-on-demand and a host of other interactive services based on the Broadcom chip set." Broadcom is a leading developer of highly integrated silicon solutions, which enable broadband digital data transmission to the home and within the business enterprise. Using proprietary technologies and advanced design methodologies, the Company has designed and developed integrated circuits for some of the most significant broadband communications markets, including the markets for cable set-top terminals, cable modems, high-speed networking products, digital broadcast satellite and terrestrial digital broadcast, and digital subscriber line (xDSL). Broadcom is based in Irvine, California, and can be reached at 714/450-8700 or at broadcom.com. General Instrument (NYSE: GIC) is the world leader in analog and digital systems that provide video, audio and high-speed Internet/data services over cable and satellite TV networks. GI's cable and satellite TV operations have approximately 7,000 employees and annual sales of approximately $1.8 billion.

To: srvhap who wrote (30791)	4/16/1998 1:12:00 PM
From: JW@KSC	Read Replies (2) \| Respond to of 31386

Shame or No Shame - Read the attached Story Hey buddy, take a look at the thread looks like 12 - 50 on the open, just the kind of deal sensible folks (or those who want a shirt on there backs are looking to get into). This market is BS, Jim shame on you! Srvhap, Ray, All I've been following the BRCM Story since late last year. I mentioned it here back on March 3rd. Message 3583682 If you don't enjoy my humor, please skip to the story that follows. Picture of BRCM IPO at the Open www-pao.ksc.nasa.gov This will be a Hot IPO, it has a lot of thrust behind it. The Space Shuttle Main Engines are very sophisticated power plants that burn both liquid hydrogen and liquid oxygen. Each engine can generate almost 400,000 pounds of thrust at liftoff. The engines are removed every flight and taken to a shop in the Vehicle Assembly Building for inspection and replacement of any necessary components. The Space Shuttle's rocket engines are capable of operating at amazing temperature extremes. The liquid hydrogen fuel is stored at minus 423 degrees Fahrenheit. However, when burned with liquid oxygen, the temperature in the combustion chamber reaches 6,000 degrees, higher than the boiling point (not the melting point) of iron. If the main engines pumped water instead of liquid oxygen and liquid hydrogen, an average family-sized swimming pool could be drained in 25 seconds. This is not just my perception see todays news. For the rest of the following story do the following Go to gaskinsco.com Click on Broadcomm, then click on where it says "Click Here" Then Click on "Interview: Gaskins/RedHerring" Then Click "Broadcom Then Click on "Wall Street to eat up Broadcom's IPO" under Latest News BROADCOM'S IPO POSSIBLY HOTTEST OF 1998 By Peter D. Henig April 16, 1998 We don't like to brag -- who are we kidding? We love to brag. A year ago, we told you that Broadcom was our top choice for 1997's best overall private technology company, and its IPO Thursday morning is going to prove us right. "One of the hottest pricings of the year" By the time you're reading this, Broadcom will have priced its 3.5 million-share IPO between 18 and 20, already up from its initial pricing range of 10-12, and will begin trading on the Nasdaq Thursday morning under the symbol (BRCM). We kid you not: analysts are calling this possibly the biggest public offering of the year. "This deal has the potential to be one of the hottest pricings of 1998," said Ryan Jacob, an IPO guru and portfolio manager of The Internet Fund. Mr. Jacob, who also acts as research director for the IPO Value Monitor, is beyond enthusiastic when he talks up Broadcom. "The market opportunity is right there in front of them and it's tremendous," he says. "They are already shipping products to all of the major hardware companies and they have a rock-solid agreement with General Instruments that carries them forward four years." Broadcom's sole-supplier agreement with General Instruments guarantees that the set-top box maker will buy 100 percent of its chips from Broadcom the first year of the agreement, scaled down to 45 percent of its chip purchases by the year 2001. Far from being concerned that General Instruments will slowly fade as a customer, Mr. Jacob notes that the largest maker of digital set-top boxes will own 5 percent of the company after the offering, with Intel also owning a healthy 4 percent stake and even Cisco taking a 1 percent share. In Mr. Jacob's view, "having such major companies as investors and such a major agreement with General Instruments in their hands ... separates them from the others by miles." Real products, real revenues Mr. Jacob could be right. This is not your typical high-tech IPO that won't show profitability for years -- far from it. According to Mr. Jacob, profitability is "right around the corner." Eileen Ohnell, analyst with the Renaissance IPO Fund concurs that this is a meaty deal: "People are starting to realize the potential that's out there for using cable for things beyond just cable TV as we know it." Broadcom's semiconductors not only control the market for cable modems and digital set-top boxes, but its chips are also used in products for ethernet networking, digital broadcast satellite, and digital subscriber line (DSL) markets. "Because they have products with different maturities," explains Ms. Ohnell, "they are positioned very well in a number of different areas." As a result, Ms. Ohnell also believes the company will be profitable "in the not-too-distant future." And because Broadcom's products have to do with bandwidth and speed, savvy technology players and large institutional investors have made it clear they want a piece of the action. In fact, with an offering of just 3.5 million shares to the public, compared with a total post-offering amount of 43.2 million shares, you'll be lucky to get your hands on any of Broadcom's stock, even after it's been flipped a few times. As Mr. Jacob puts it, even he would have trouble buying any shares in Broadcom, because "anything in this market that facilitates high-speed communications is going to be very desirable." It's not "chip," it's "cable" We'd be fools if we didn't at least consider the downside risks associated with any IPO. In Broadcom's case, everything makes us chip-per. In fact, if there is a potential red flag, it's that in 1997, 62 percent of Broadcom's revenues were generated by only five customers, of which General Instruments and 3Com were the top two with 32 percent and 15 percent respectively. But even this risk factor should wane over time. For FULL TEXT see Link Information Above If your Lucky you can aquire BRCM for what we were paid per share for Amati. Shame On Me ;^)) JW@KSC