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: Didi who wrote (5007)	12/21/2000 12:01:15 PM
From: edamo	Read Replies (1) of 6531

disu...you miss something extremely important...can brcm remain red hot if the roll out of broadband is being delayed due to lack of capital and borrowing power of the cable providers? not many cable companies are dancing in the streets due to their current and future prospects... basically brcm no different then intc in the sense of product sales are driven by demand created by the final assembler of their components....intc in pc's and brcm in broadband...slow down at the consumption level equates to same in the chip arena.. remember the media selected bezos as man of the year, embraced the business model of cmgi and saw qcom at 1000.... does the weakness in brcm indicate anything to you? or is it just an error by the markets.....it hit a new low today...what is on the broadband horizon that bodes well? if i look at your comparisons, atml looks a great deal better then brcm, even in 01 eps growth

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