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: Patriarch who wrote (993)	3/4/1999 7:22:00 PM
From: Doughboy	Read Replies (3) \| Respond to of 6531

Pat, You're completely right. If BRCM was a company sitting on top of fat margins waiting to be plucked, I would be running scared. But Broadcom's business model is predicated on entry by other competitors; it is pricing products very competitively to fend off competitive entry. Sure, it's foreboding when you hear news of potential competition (Conexant/Intel/3Com) all in one week but they cannot touch BRCM right now, and they are not a threat in cable modem chips--the real prize. If it really opens below 50 tomorrow, I'm a buyer. Doughboy.