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

To: Black-Scholes who wrote (1381)	4/23/1999 7:47:00 PM
From: Robert Schwartz	Read Replies (1) \| Respond to of 6531

BRCM vs. CUBE Black-Scholes - Thanks for the info. While I am not all that familiar with C-Cube, I would point out the following head-to-head comparisons of CUBE and BRCM. I have attached portions of the first and/or second paragraphs of each company's recent earnings announcements in order to support the numbers I used in my calculations. Other info came from Zack's. Full disclosure: I own shares of BRCM. Year-over-year Revenue Growth: CUBE: 10.5% ($96.5m vs. $87.3m) BRCM: 172.8% ($96.3m vs. $35.3m) Year-over-year Earnings Per Share Growth: CUBE: 18.5% ($.32 vs. $.27) BRCM: 111.1% ($.19 vs. $.09) Sequential Revenue Growth: CUBE: 0.7% ($96.5m vs. $95.8m) BRCM: 37.4% ($96.3m vs. $70.1m) Sequential Earnings Per Share Growth: CUBE: 3.2% ($.32 vs. $.31) BRCM: 46.2% ($.19 vs. $.09) MILPITAS, Calif.--(BUSINESS WIRE)--April 15, 1999--C-Cube Microsystems Inc. (Nasdaq:CUBE) today reported record first quarter revenues of $96.5 million, compared with $87.3 million for the same period in 1998, and $95.8 million for the fourth quarter 1998. Net income for the first quarter reached $13.0 million, or $0.32 diluted earnings per share. This compares with net income of $10.2 million, or $0.27 a share a year ago; and $12.4 million, or $0.31 a share in the prior quarter. IRVINE, Calif.--(BUSINESS WIRE)--April 20, 1999—Broadcom Corporation (Nasdaq: BRCM) today reported record financial results for the quarter ended March 31, 1999. Revenue for the first quarter of 1999 was a record $96.3 million, an increase of 172.5% over the $35.3 million reported in the first quarter of 1998 and an increase of 37.4% over the $70.1 million reported in the fourth quarter of 1998. Net income was a record $19.3 million, compared with net income of $7.7 million in the first quarter of 1998. Diluted earnings per share for the first quarter of 1999 were 19, based on weighted average shares outstanding of 101.6 million. This compares with diluted earnings of $.09 per share on 82.6 million weighted average shares for the same period in 1998.