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

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To: Stoctrash who wrote (1993)6/22/1999 1:23:00 PM
From: Kevin Kessel  Read Replies (3) of 6531
 
Fred

I just don't understand why you stay on the short side of BRCM. You must be losing a ton of money...even if you say you are not. I agree with you, BRCM is VERY richly priced. BUT, there is a reason for it, and almost everyone one else on this thread realizes it -- Great management, great products, great leadership positions, great engineering talent, and the best market going into the new millenium. Shorting BRCM now is akin to shorting CSCO back in the early 90's...you won't win in the long-term. So why don't you change from a big picture bear to a big picture bull and we can all get along. Until then, you just will serve as a contarian indicator.

Kevin
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