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 : Gorilla Game -- Ignore unavailable to you. Want to Upgrade?

To: JZGalt who wrote (220)	6/24/1998 10:14:00 AM
From: Wizard	Read Replies (1) \| Respond to of 387

>>I think the argument could be made for competitors of LU, not using LU chips in their boxes. Perhaps BRCM or PMCS could establish themselves in this growing market. Good point. Maybe Lucent ends up spinning out their microelectronics group like AT&T did Lucent. There is no economic reason to now as the market values the entire company at a much healthier P/E than they would a semiconcductor pure play. PMC and BRCM are both very good companies. I think that these two along with MMC and VTSS are the class of the semiconductor market.