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: Bernard Levy who wrote (5664)	3/7/2001 8:59:20 PM
From: Keith A Walker	Read Replies (1) of 6531

The hypergrowth he tried to achieve means also that the high quality of the original engineering talent has been diluted. Where did you come up with this notion? That statement is a pile of crap. Shorts are in control and having a hey-day. Yes, I admit to being a "Pollyannic" long on BRCM, but the shorts have a limited time to enjoy their day-in-the-sun. My guess is that it will take a couple of quarters for BRCM to recover, but once it does, management will likely be more "Street" savvy and less likely to disappoint. At $25 (if it gets there) and with a five year investing time horizon, BRCM longs will prevail.

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