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: DiB who wrote (1585)	5/11/1999 5:30:00 PM
From: DiViT	of 6531

"You seem to imply that CUBE is a better investment than other stocks that I mentioned" Didn't mean too. I simply wanted to point out that one could pick a particular point in time to make a case with pretty much any chart. Using your chart timeframe BRCM is the better stock, using mine Cube appears so. But who really knows the future? Not I. For the record I follow both and have a long position in CUBE at this moment and none in BRCM. (I've been long Broadcom before). Unfortunately I do have to agree with Mr. BS here. IMHO: Currently I do not think CUBE & BRCM are fairly valued relative to each other and the markets they share. When I look at the product portfolios of both, and the customer base of both, I feel that their relative valuations are outta whack. Either BRCM is severly overvalued or Cube is severly undervalued or it's something in between. No opinion on your other stocks.

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