Broadcom (BRCM) Message Board

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Technology Stocks : Broadcom (BRCM)

BRCM 54.67

0.0%

Feb 9 4:00 PM EST

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To: A. Robbins who wrote (5224)	1/24/2001 4:39:02 AM
From: Jay Fisk	of 6531

*"Henry has never broken down his product revenue share"* But he reveals the precise percentage of the 3 largest customers ? What's the estimate ? 32 cents ? What if it was 54 cents ? With the grey zone of proforma accounting, the numbers can be tailored to whatever they need in the absolute range of $3.28 loss (GAAP) to .32 "profit" (proforma). *""Are you comfortable with next quarters numbers?""* "Sure, whatever" (laughter in background) The whole content-free conference call could have been taken straight out of a sales pitch at a chip convention. And the analysts let them get away with it. Pure softball.

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