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

To: DownSouth who wrote (1130)3/17/1999 6:21:00 PM
From: Keith A Walker  Read Replies (1) | Respond to of 6531
 
Planning seems to be the operative word:

Conexant Systems Says It Is Planning Multiple-Function Cable-Modem Chip

This just means they are really behind and trying the old FUD (Fear Uncertainty and Doubt) act with the investment and customer communities. They probably will have a chip out sometime - but, doesn't revenue count for something too?

Nice day for BRCM - any ideas what was going on? Just anticipation by shorts for options expiration or something deeper?

Hey where is Patsy anyway, that irrepressible "hedge fund" manager? Sold at 55, eh?



To: DownSouth who wrote (1130)3/17/1999 6:29:00 PM
From: Wizard  Respond to of 6531
 
I quote: "Where Conexant relies on software to adapt to changing standards, Broadcom believes it has an inside track in setting them. Consequently, it can build features into circuitry to produce less-expensive chips."

Broadcom is the leader and being #2 in technology is only ok in the intermediate term. Long-term, BRCM and the team they have in place will just outwork CNXT.

BRCM has been selling cable modem chipsets in volume to GI and SFA while CNXT is designing them.


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