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: Jack Doerr who wrote (5612)	3/4/2001 1:23:30 AM
From: Raymond Duray	of 6531

Hi Jack, Just be careful with your shorts - Broadcom can jump up & bite you. Interestingly, at least to me, I think it is safer to short this today than it was a month ago. The true believers are simply vanishing as the veils get lifted on how much bidness BRCM really can expect going forward. Growth rates simply can't justify a jump, and even if the stock does rally, it'll be from short covering and that will be short lived. We all know now that Nicholas is absolutely implacable about the notion that his big paydays come from dumping on the diluted dummy who's been deluded about destiny. I see nothing but selling pressure on the horizon, at least through the end of the year. JMVHO, Ray

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