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: Kevin Kessel who wrote (2002)	6/22/1999 1:34:00 PM
From: Stoctrash	of 6531

Kevin..I'm not short BRCM...haven't been in a while, but I am long CSCO, CNXT, CUBE, TERN, etc :-) I'm not silly and gunna fight the tape here..... My point is this: BRCM is not the only game in town for broadband these days..but it's priced as if it still were. At some point...either all the other players get the PE, PS, etc expansion of BRCM...OR...BRCM's contracts to the mean. I believe the latter will happen sooner or later. I'd say by this fall something is gunna give one way or the other. The other factor I've been jawing about is BRCM going on a buying spee and that has already happened. If they do a big purchase....see you at 60 again and that is the biggest risk of this stock here IMO.

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