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Technology Stocks : Broadcom (BRCM)
BRCM 54.670.0%Feb 9 4:00 PM EST
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To: ratan lal who wrote (5693)3/9/2001 4:30:05 PM
From: Keith A Walker   of 6531
 
We are damn close to the second best buying opportunity of a lifetime. The greatest ever buying opportunity was two years ago. This time around, the next bull market that is, it will take longer, but the returns will be almost as spectacular as the last bull market. (1991-3/2000)

Right now the market has written off the US economy, particularly telecom/internet/semiconductor/infrastructure, as stone-cold-dead!

This environment is now a vicious cycle. Funny how within a year we have gone from a new economy to an old economy. Perhaps this is a reflection of the current Bush administration taking over.

In two years, as this whole market episode gets sorted out, I suspect we will look back at BRCM at these price levels and be shocked at how someone could have bought the stock this cheaply.
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