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Technology Stocks : Broadcom (BRCM)
BRCM 54.670.0%Feb 9 4:00 PM EST
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To: The Phoenix who wrote (2766)9/24/1999 12:06:00 AM
From: yzfool  Read Replies (1) of 6531
 
chips behave like commodities: supply and demand rules price fluctuation; an R&D gorilla like INTC will make it for less then sell it for less, reducing the other player's margins, all while feasting on revenues gained from their transformation into an internet player. And if they can't engineer it, they'll just have to buy it. I own both, but at these prices INTC is the more compelling investment
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