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Technology Stocks : Broadcom (BRCM)
BRCM 54.670.0%Feb 9 4:00 PM EST
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To: Didi who wrote (5055)1/1/2001 7:22:45 PM
From: FR1  Read Replies (2) of 6531
 
I was looking at a chart of BRCM vs PMCS and AMCC.

BRCM looks weaker.

Then I realized that ATT held off set-top box orders for most of December so they could clean out inventory. They said it was just a one month thing.

I guess that is the reason the street has liked PMCS and AMCC a little better?
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