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Technology Stocks : Broadcom (BRCM)

BRCM 54.67

0.0%

Feb 9 4:00 PM EST

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To: Brian Malloy who wrote (2330)	7/23/1999 11:47:00 PM
From: Walkingshadow	of 6531

Brian- Good post. IMHO "Old Math" applies best to "Old Companies" in "Old Markets" with comparatively predictable growth rates and less uncertainty in the market spaces in which they operate. I would only add that while the "tsunami" is certainly important, so too is the company and its ability to ride the tsunami. Some will just drown like rats; others (e.g., BRCM, IMHO) will surf. Uncertainty is not something to be feared, but something to be embraced. Might as well, since it already embraces you and me......and can't let go. Noworries, mite........... Walkingshadow

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