Broadcom (BRCM) Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Broadcom (BRCM)

BRCM 54.67

0.0%

Feb 9 4:00 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Keith A Walker who wrote (4621)	11/16/2000 6:07:36 PM
From: Stoctrash	of 6531

Keith.... "To: FredE who wrote (50309) From: John Rieman Thursday, Nov 16, 2000 5:30 PM ET Reply # of 50314 Message 14827108 "BRCM has been over priced for a while. Analysts expect 43% growth next year. That means that the high fair value of the shares is around $105. Low fair value of about $60. It was a short waiting to happen. Anything above $105 right now is a premium. I expect the market to keep some of the premium. BRCM has 57% gross margins. I'm looking to buy PMCS with 78% gross margins on this sell-off." ----------------- John R. is pretty smart with the fundamentals...I really thought low FV would be around 80,..not 60.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next