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Technology Stocks : Broadcom (BRCM)
BRCM 54.670.0%Feb 9 4:00 PM EST

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To: Keith A Walker who wrote (5123)1/13/2001 9:56:35 AM
From: Joe Giorgianni  Read Replies (3) of 6531
 
Actually, given the recent acquisitions, I would expect Broadcom to announce a split after earnings are out. Any one else share this outlook?

I've been more concerned about this earnings report than any. I bought the stock in Dec. 1998 and it now comprises almost half of my "fun money" portfolio, which is way too much. I probably need to sell some to rebalance. I'd like to wait until after earnings but I'm very nervous because of the softness of companies like CSCO. I think the earnings for the quarter will be good but if there's any kind of warning about future numbers I think we'll get hit hard.

Joe
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