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

To: DiViT who wrote (1038)	3/5/1999 10:36:00 PM
From: Jags	Respond to of 6531

>>Intel no longer commands fear<< Yeah, no more. Chips are commodities. Intc has been successfull so far on fat margins by being the first to produce faster chips. THey could still use that strategy, but there needs to be an underlying demand for faster chips on the consumer market (not just the enterprize market). That would mean a windows software that will need a pentium 3 minimum requirement kind of scenario. But with the net becoming the computer, todays problem is at the bandwidth rather than the cpu. Jags