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Technology Stocks : Broadcom (BRCM)
BRCM 54.670.0%Feb 9 4:00 PM EST
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To: Cary Salsberg who wrote (6390)10/11/2002 12:16:05 PM
From: Allen Furlan   of 6531
 
Gary, I do not like either brcm or brcd as long term investments. I have a boatload of long term far out calls short on both with a few in the money puts also short. I do not see how either can grow unless contract manufacturers also grow. That sector is even more depressed and I prefer to play a sector instead of a single company "story". My bet still would be that 2 brcd shares will be worth more than 1 brcm share in one or two years. And it is a crap shoot.
finance.yahoo.com
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