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

To: Bahama who wrote (1002)3/4/1999 8:14:00 PM
From: Doughboy  Read Replies (2) | Respond to of 6531
 
Bahama/FredE,

I mistyped. I did not mean to say that they did not have cable modem chip competition. I meant to say that they don't have cable set-top box competition. I think that's right. I view digital set-top boxes as a huge market of the future that right now has no one to match BRCM. The two big players/customers are General Instruments and Scientific Atlanta and they are both solidly in the Broadcom camp.
Doughboy.


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