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Technology Stocks : Broadcom (BRCM)
BRCM 54.670.0%Feb 9 4:00 PM EST
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To: Kevin Kessel who wrote (2481)8/21/1999 7:49:00 AM
From: jackmore  Read Replies (1) of 6531
 
Kevin,

Thanks much for posting the ML report. BRCM does indeed seem to have a very bright future. Lots of intellectual capital, strong management, and a pretty solid growth strategy. The move into layers 2 and 3 is particularly astute IMO. I originally got interested in this company as a cable modem play, and may have lucked into the beginnings of a Cisco-like monster!

Take care,

jack
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