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Technology Stocks : Broadcom (BRCM)

BRCM 54.67

0.0%

Feb 9 4:00 PM EST

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To: Drake who wrote (2771)	9/25/1999 11:21:00 AM
From: Raymond Duray	of 6531

Hi Drake, OT: Ballmer foot in mouth disease. The last time a Microsoft exec was so direct was a comment in Feb. 1997 by the CFO. Same sort of view of the stock price. Since then, the price has merely quadrupled. M$ has been guiding analysts in this fashion forever. Why the press picked up this story the way it did is open to speculation. Though I have some views about the motives of the white bread press. However, one thing is for certain. Mr. Market wants to create some bargains for himself by flushing the weak hands. And any excuse is a good excuse. Face it, we only have 5 more weeks of this indecisiveness to put up with. Then the fund managers are going to have to get busy so the year end figures look decent. BWDIK, Ray

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