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

To: Black-Scholes who wrote (1529)	5/6/1999 4:19:00 AM
From: Gangyi Feng	Read Replies (1) \| Respond to of 6531

FYI: Competition have been taken into account in both Merrill Lynch and Morgan Stanley's models long time ago. Both expect BRCM's shares in Cable modem and set-top box will decrease to some 60% yet both rank BRCM as the best positioned semi. firm right now; actually, both said they are conservative and there maybe substantial upside to their estimation.

To: Black-Scholes who wrote (1529)	5/6/1999 5:55:00 AM
From: Drake	Respond to of 6531

Blacky, you sure must own a lot of C-Cube! Wishing you well, All of us who own a lot of BRCM

To: Black-Scholes who wrote (1529)	5/6/1999 11:34:00 AM
From: mmeggs	Read Replies (1) \| Respond to of 6531

If Broadcom continues to deliver the revenue growth they have in the past, continually CRUSHING estimates, this price will be dirt cheap in a year. Think about the problems 3Com has had and the relationship BRCM has with them. It hasn't mattered a bit. Do you know why? Because the product they are providing is the only thing 3Com can sell. Think about the moves made into broadband, especially the T/TCI deal, the T/CMCSA deal, and now the partnetship with MSFT. What do you think that will do for capex in cable equipment? Who has a 60% market share there? Who supplies 90% of their silicon? Who has continually come back to BRCM for more? What companies have been unable to penetrate that relationship? Think about what the DSL providers have done, and the premiums paid for DSL access. Have you seen the subscriber numbers for DISH? Tell me, oh Sage One, when will CUBE et al start making inroads on BRCM business THAT WILL HAVE A MEANINGFUL IMPACT on their financial results? Contrary to your arrogance and condescension, intelligent people have analyzed these things and come away with a conclusion that if their is a FRANCHISE to own, it is BRCM. No one is so naive as to think there will not be other success stories in these markets. But I dare you to show me another company with comparable positions to BRCM across all sectors of broadband access. mmeggs