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: lanceb.99 who wrote (5598)	3/2/2001 3:56:48 PM
From: Sepster	Read Replies (1) of 6531

<You should dissociate the delivery METHOD (or the person) from the information, and study the information. I think you are dismissing or rose-coloring the information because you don't like the delivery method and/or the person. > I don't like cheerleading either way, i.e. bull or bear. However, much of what has been posted recently has been pretty juvenile without any information - just bashing. I agree that the accounting method for the warrants is questionable and arguably may have slightly inflated BRCM's revenues, but it is a short term issue, and is not the reason for BRCM's current decline in stock price. BRCM has 3 major customers and when all three cut back purchases because of the economic climate, BRCM's revenues will suffer big time. That makes it a volatile stock in this environment. While I'm not happy that Broadcom has taken such a hit over the last few month, it is in a very good position for when the economy turns around. BRCM has no debt. It is still the leading vendor of broadband chips. For the foreseeable long term future, i.e 2002-3, where is the beef? Sepster

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