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Technology Stocks : Broadcom (BRCM)

BRCM 54.67

0.0%

Feb 9 4:00 PM EST

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To: Bruce Brown who wrote (5046)	12/24/2000 10:02:27 AM
From: Stoctrash	Read Replies (1) of 6531

<<Personally, I feel more comfortable holding shares of several in the space rather than just one for the longer haul. >> VERY true Bruce, look at all the chip stocks big and small that have gone through boom and bust cycles several times over just the last few years. The main problem for the group IMO is cut throat competition. Every time one guy gets the lead the others gang up reverse engineer, slash prices, etc....and before you know it, it's a commodity. It's a sad thing when a leader creates a new market and others move in just as volumes are ramping and capitalize on the path leaders hard work. I've seen this so many times in this sector, it's like a bad foreshadowing when you see some analyst talking 6M out on how X will still have 100% market share, cuz the truth is this is hardly the rule anymore. I would agree....a basket of these guys is the only way to avoid a major blow up. The variance in valuations is HUGE for this group so you must own several of them of various levels and hope for the best if you're a LTB&H type. Either the higher priced ones come down...the lower ones come up or a little of both happens. I'm in the "little of both" camp. Happy Holidays to All!!

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