Broadcom (BRCM) Message Board

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Technology Stocks : Broadcom (BRCM)

BRCM 54.67

0.0%

Feb 9 4:00 PM EST

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To: Raymond Duray who wrote (1097)	3/14/1999 7:41:00 PM
From: Wizard	Read Replies (2) of 6531

Let me chime in for my $.01 1/2 cents (slightly less than $.02)... I think an investment in BRCM comes down to the answer to the following question: Will there be an Intel-like company born out of the broadband communications silicon market? If the answer is yes, BRCM will be a very successful long-term investment as I believe they are the most aggressive/hungry/cutthroat prototypical broadband silicon company out there and P/E's and PSR's really shouldn't be the focus if you are talking about a gorilla in the making. However, it is a high-risk bet to assume such. Certainly, BRCM is an expensive stock with incredible growth thus far but is it capable of sustainable hypergrowth? This is an impossible question to answer. The stock discounts oodles of growth but BRCM might just be capable of it. Personally, I believe in the importance of broadband silicon and so I am searching for an entry point for a long-term hold but I certainly wouldn't avoid it or buy it based on valuation.

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