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

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To: Bahama who wrote (2769)9/24/1999 6:10:00 AM
From: Drake  Read Replies (1) of 6531
 
Bahama, if you have to ask where I get BRCM being "so far advanced" from their competition, other than press releases and the company web page, then you need to do more dd. That said, I do agree with you, re "DIVERSIFY".

One more point -- SG Cowen's Drew Peck, in his "Taiwan negative" comments on CNBC last evening, said words to the affect that he was NOT CHANGING ANY OF HIS RATINGS. I wonder what's going on here?

OT -- I also wonder what analysts, who have "buy" rating on MSFT, think of Ballmer's comments re his own company being overvalued?

dc
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