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Technology Stocks : Broadcom (BRCM)

BRCM 54.67

0.0%

Feb 9 4:00 PM EST

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To: Rex Dwyer who started this subject	11/28/2000 2:00:56 PM
From: lanceb.99	Read Replies (1) of 6531

I'd say more like low 50's, but no telling. Personally I don't think I'll consider it again for at least a couple of quarters, as they try to sort out and integrate these 17 acquisitions and try to explain away the dilution. Most of them will probably bomb. It's just an historic acquisition- spree fact. They'll have lots of internal strife and re-orgs ahead. Anyone that thinks the fundamentals of this company haven't changed isn't paying attention to reality. This is not the same company it was a couple years ago--not by a long shot. It now has 3 dozen executive egos to soothe, and most of them probably think they're every bit as good as Henry and Henry. There's more uncertainty now than ever in its history. Yep, a lot of good things COULD come of these acquisitions, but the market isn't in the delerium mode any more. Only time will tell if I'm making a mistake by waiting for a bit more clarity in all the new operations. Good luck to all with stronger will power than me.

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