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Technology Stocks : Broadcom (BRCM)
BRCM 54.670.0%Feb 9 4:00 PM EST
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To: Patsy Collins who wrote (2114)6/28/1999 6:55:00 PM
From: Raymond Duray  Read Replies (1) of 6531
 
Hi Patsy,

3,000 miles for a cup of Assam seems a bit much. Thanks for the offer, though.

I nonconcur with your view of 75BP rise. That would shock the system. If that happens, I'll go completely to cash and check back with the market in late October. One thing I have learned about the market is that it hates uncertainty with a passion and that is what a 50 or 75 point rise would produce. Just my 20 mills.

Best, Ray
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