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Technology Stocks : Broadcom (BRCM)

BRCM 54.67

0.0%

Feb 9 4:00 PM EST

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To: Tony A. Matthews who wrote (3480)	1/19/2000 2:45:00 PM
From: Andrew Danielson	Read Replies (1) of 6531

OT: Earlier on the S-Curve Tony Matthews, I don't want to use this forum as a pulpit for my personal picks. However, I will point out NTAP as a classic example of a stock still early in its growth cycle. Their last three quarters' Y-Y revenue growth have progressed from 74.2%, 80%, to 90%. The sequential growth from last quarter annualizes out to 112%. I would also argue that their market (Network Area Storage) is in an earlier stage of development than BRCM's. But I use NTAP merely as an example, and I'm not specifically advocating it as a good stock to purchase. Andrew Danielson

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