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

To: DiViT who wrote (1437)4/27/1999 1:29:00 PM
From: MU Lation  Read Replies (1) | Respond to of 6531
 
Thanks DiVit,

I think BRCM is totally aware of their dependence on a few customers. I have seen a post recently that showed CSCO had become one of those big customers too. Maybe 10% or so?

I think BRCM's strategy with GI, is to supply the key components they do best today, and expand the real estate over time.. Hence, the new graphics chips.

MU


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