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

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To: Taro who wrote (6101)10/17/2001 6:36:20 PM
From: FR1  Read Replies (1) of 6531
 
BRCM did go out of its way to say that they had good visibility and would give guidance now if it were not for Sept 11. BRCM says that they will know in 45-60 days how much Sept 11 impacts things.

That reasoning makes it sound like it would be best to wait till Dec to buy. On the other hand as soon as things start to clear up the brokers and fund managers buy and you can never guess when that will be. I think it is crazy to try and guess where the bottom is. Personally I am going to hold. Although You can never guess where the bottom is, you can buy somewhere around the bottom which may be somewhere around here.
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