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

To: Jay Goal who wrote (466)	11/26/1998 9:45:00 AM
From: QuietWon	Respond to of 6531

ATI Technologies is ATYTF in the USA - Note: ATY's purchase of Chromatics gives ATY the technology to compete with Broadcom's "packaging" of 3 functions onto 1 chip for the set-top box market. Since the contracts were already awarded for this 'cycle' or 'round' by the next 'round' of buying ATY will have a similar capability I was informed. ATY management is smart. And they did win the contract with General Instruments, the #1 set-top box maker (Broadcom won the #2 or #3 company). I have investments in BOTH companies. They are both leaders in the set-top box Line of Business (LOB). With ATY you also get the world lead in graphics chips AND ATY just won a contract with SUNW, for the network market - this is very similar to DELL's strategy a few years back - go after the corporate / server market vs. consumer market. Graphics for the corporate market is UNTAPPED. Think of the many legacy and main/mini frames out there and how non-graphical the info is. Just something to think about - they're both great companies - hopefully ATY command the same multiple as Broadcom !! They were wasting time in Canada.