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: Teflon who wrote (4417)	10/18/2000 5:38:02 PM
From: t2	Read Replies (2) of 6531

MSFT's guidance will be the key... Teflon, I think the stock would have traded down by now if the numbers were not good. After a rally, it would have sold off in the afterhours. I am quite impressed with the stock so far. Remember Intel yesterday---so much pessimism and then took off during the day. CC on MSFT important but I don't think they will be their usual conservative selves this time around. They will say it how it is. Earnings creates sales momentum sometimes--as we witnessed in Dell a few years ago--when sales drove the stock price--which in turn gave the company a positive image--which in turn drove sales--leading to higher stock price etc.. Image of winning is key. Just look at what Lucent of the reverse happening.

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