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Technology Stocks : Broadcom (BRCM)

BRCM 54.67

0.0%

Feb 9 4:00 PM EST

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To: Sy Eisenfeld who wrote (3789)	4/13/2000 1:22:00 PM
From: Brian Malloy	Read Replies (1) of 6531

Overall, the shake out will hasten the demise of the weak players and hopefully force them out of business or into mergers. This will leave a smaller higher quality group. These stocks will do well in the out years as the internet is built out and the wireless revolution takes root. I'm sure you are aware of the buy stocks in OCT and sell in APR rules, 80% of gains in general come during this period. APR - OCT tends to be flat to down. So don't be surprised if we don't get much of an upturn here or even head lower. Take the opportunity now to review your portfolio. Why do you own each stock in it. Is it one of the top three or so in what it does? Does it have strong management? What is their vision for the future? Lastly, companies are generally over or undervalued. Sometimes we have to wait for them to "grow back into their" earnings as I call it. HWP, ORCL and AAPL have done this. DELL recently did this. KO is undergoing this as is MOT, CPQ would like to do this. Yet, because they are quality companies one can feel fairly confident that they will return. The weakness was actually an opportunity. Regards,

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