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Strategies & Market Trends : Market Gems:Stocks w/Strong Earnings and High Tech. Rank

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To: Jenna who wrote (118145)12/5/2000 9:11:37 AM
From: rocklobster  Read Replies (2) of 120523
 
Hey Jenna.... any news on BRCM I can't find any, yet its trading way down from last nights after hours close of 116..

Do you see any downgrades or anything? anybody? ok I found it ...this from briefing

07:19 ET Broadcom (BRCM) 111 3/4: Fallout from 3Com (COMS) warning could impact BRCM shares, as COMS accounted for approx. 14.6% of BRCM sales in the qtr ended Sept. 30.

Non event ......BRCM sales of 14.6% would be only affected by maybe 1.4% if COMS is only falling short by 10% and COMS shortages not due due broadband

rok
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