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Technology Stocks : Vitesse Semiconductor -- Ignore unavailable to you. Want to Upgrade?

To: SJS who wrote (2299)	3/5/1999 10:34:00 AM
From: Bulldozer	Read Replies (1) \| Respond to of 4710

Well - not anymore! BRCM up $2.00! I can't say this is unreasonable. BRCM will be fine - in fact with 3COM as a major customer of LEVL, BRCM may see more of this business because I don't think 3COM wants to buy from arch-rival Intel. Other customers may follow suit. I repeat though, this combo is NO threat to the backbone players like VTSS and PMCS. Level and Intel play at the edge - and neither has the relationships or IP (Intellectual Prop - not Internet Protocl) to compete. At a minimum, INTC is validating that comm IC's are the future! BD