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Technology Stocks : Broadcom (BRCM)
BRCM 54.670.0%Feb 9 4:00 PM EST
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To: Allen Furlan who wrote (6392)10/12/2002 11:49:47 AM
From: FR1   of 6531
 
My conclusion is that this sector is dead money for the next several years.

IMHO, The problem with this type of forecast is that it assumes the government does not exist.

Using the same reasoning in late 1999 you could say the sector would be booming for years. The metro roll out of broadband had not even begun and Fiber to the home is behind that giving years of growth. Then the FED stepped in and decided to kill the market for purely academic reasons.

If congress suddenly felt like bringing this sector back to life they could. All they have to do is say it is a priority for our goverment to see that all americans have broadband access in 3 years and make some kind of plan to see it happen.

I will agree that with no government intervention it will take a long time. We have to get the elections and Iraq behind us and then slowly the telcom industry will come back to life provided AG does not do another hatchet job.
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