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Technology Stocks : Broadcom (BRCM)
BRCM 54.670.0%Feb 9 4:00 PM EST
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To: Bob Frasca who wrote (6265)8/7/2002 12:16:02 PM
From: Lizzie Tudor   of 6531
 
EVERYBODY's year over year numbers look like crap at this point. We were in the middle of a recession last year. The fact that they have experienced what is now four consecutive quarters of growth is far more compelling

Just to put it in perspective, Cisco sales are 12.35% better than the july qtr 2001. Y/Y comparisons for cisco are down 15%, year ending july01 vs. ye july02 (thats the *really* amazing comparison imo, since this year includes 911).
L
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