Rob, how about BRCM?
>Robertson Stephens kicks things off with a harmless Monday, featuring capital-spending secure Intel (INTC:Nasdaq - news), the recently gutted Terra Lycos (TRLY:Nasdaq - news) and layoff-likely WorldCom (WCOM:Nasdaq - news). If your delicate constitution can take it, sit through the financial woes of fiscally insecure private bandwidth provider Digital Island (ISLD:Nadsaq - news), the headcount reductions of Internet consulting firm Razorfish (RAZF:Nasdaq - news), the Dram-market grousing of Micron Electronics (MUEI:Nasdaq - news) and the softer trading environment of E*Trade (EGRP:Nasdaq - news).
Things get hot Tuesday as the once and future kings hold court. Everyone has a lot of explaining to do, and Tuesday will be a good day to get a handle on AOL-Time Warner's (AOL:NYSE - news) synergies, Microsoft's (MSFT:Nasdaq - news) Net direction, Oracle's (ORCL:Nasdaq - news) plans to maintain growth, JDS Uniphase's (JDSU:Nasdaq - news) ability to digest a few years of hypergrowth, Sun's (SUNW:Nasdaq - news) money catching up to its mouth and eBay's (EBAY:Nasdaq - news) ability to move beyond "It" Girl status into a seasoned performer.
Take out your hankie for SEC-questioned Lucent (LU:NYSE - news), flattened CMGI (CMGI:Nasdaq - news) and Herb Greenberg fan club member QLogic (QLGC:Nasdaq - news).
Wednesday offers Cisco (CSCO:Nasdaq - news) yet another opportunity to drown the market in its sorrows, along with communications equipment and optical sufferers Nortel (NT:NYSE - news), Juniper Networks (JNPR:Nasdaq - news), Corning (GLW:NYSE - news) and ONI Systems (ONIS:Nasdaq - news).
Get in touch with your inner rubber-necker by checking out mobile communications application developer InfoSpace (INSP:Nasdaq - news), recently relieved of several top managers, and B2B player PurchasePro (PPRO:Nasdaq - news), which is grappling with some interesting connections at the moment.
Thursday, the conference wraps up with another chance for Broadcom (BRCM:Nasdaq - news) to go hang-gliding off a cliff as it did last week at the Banc of America Securities conference when CEO Henry Nicholas talked about a sales slowdown. Luckily for other tech investors, Robbie's Tech 2001 features no CEO breakfast or lunch speeches, keeping extreme statements to a minimum. |
