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

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To: Raymond Duray who wrote (3352)1/10/2000 12:35:00 AM
From: Brian Malloy  Read Replies (2) of 6531
 
I'll take a look at ANAD, I think I looked at it in the past.

I have watched and researched TQNT in the past, a fine company with good technology; a Gilder pick since at least '97. I deceided that I could live without it. You can not own them all.

SDLI I already have, a great company with a bright future. Hope they do not allow themselves to be brought out.

ETEK something of a wildcard I think. A few people that I listen to say that JDSU is a better company than ETEK and I will only own one so JDSU gets my nod.

BRCM, I don't think the upside is very limited. I think they are perhaps best positioned and least vulnerable to incursion the most of the designer chip makers. I'll leave the stock option decisions to management. Upside potential is great, a few hundred shares or so today have a real chance of growing to a million or so by 2010.

IMHO
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