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Technology Stocks : Broadcom (BRCM)
BRCM 54.670.0%Feb 9 4:00 PM EST
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To: Lizzie Tudor who wrote (6269)8/13/2002 4:31:20 PM
From: Lizzie Tudor  Read Replies (1) of 6531
 
BRCM is really holding up here. We may get a selloff tomorrow after the amat numbers in the sox (I think the amat numbers looked good, but I see it is off a little in AH so maybe guidance is bad). On the next downdraft I will pick up some brcm, single digits or no. This stock rallied almost 30% since I was on this thread last, in bad mkt conditions with some nasty articles about cisco squeezing supplier margins.

I see Bush wants a tax cut for broadband so the sector might pick up a little soon.
L
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