Broadcom (BRCM) Message Board

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Technology Stocks : Broadcom (BRCM)

BRCM 54.67

0.0%

Feb 9 4:00 PM EST

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To: Black-Scholes who wrote (2232)	7/9/1999 3:05:00 PM
From: The Phoenix	of 6531

Black-Scholes, Actually I beg to differ. Even though I'm not invested in BRCM...let it go at 130 :-( this pup has a cap of only $12B. I agree with you that trading at 50 times reveunes is a little insane but the broadband market is HUGE!!! A $12B market cap is nothing. This pup could easily be a $50B in the next 3-5 years. That's a target of close to $600 by say 2003-2004 timeframe. Look at JNPR - a $4-$5B company generating $10M in sales. Look at YHOO - a $33B company generating $330M in sales. Look at LCOS - a $4.7B company generating $100M in sales More to the point...look at XCIT/ATHM - $13.8B company generating $67M in sales COVD - $4.4B in cap on $10M in sales RTHM - $4.9B in cap on $1.18M in sales!!!!!! There are too many examples of stocks that are pumped up in value. But the thing with BRCM is no matter who wins or loses BRCM will benefit. One thing is for certain - residential broadband will happen and BRCM is the benefactor..and to be honest looking less pricy than the companies I just listed.... I should tell you that I just looked these companies up - stream of conciousness...everyone I looked at excpet AOL I posted here. They are all over priced. Next to these guys BRCM looks like a friggin bargain!!! OG

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