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Technology Stocks : Broadcom (BRCM)

BRCM 54.67

0.0%

Feb 9 4:00 PM EST

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To: Black-Scholes who wrote (2731)	9/21/1999 8:39:00 PM
From: Drake	of 6531

Blacky, et al, unless I misunderstood company press release listed on Microsoft Investor Stock News, today (after market close) BRCM's CFO said that Taiwan disaster would have NO effect on company's 3rd quarter -- and, company would probably be able to shift next quarter around so that it would be minimally (if at all) effected. Further, re your comment on MOT "dumping his __ once that supply contract is up", I sincerely doubt that, since (in my opinion) BRCM's technology is so far superior to MOT that it will take them ages (if ever) to catch up -- and I'll still bet on BRCM's management team for the future. dc

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