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Technology Stocks : Broadcom (BRCM)
BRCM 54.670.0%Feb 9 4:00 PM EST

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To: RetiredNow who wrote (5784)3/26/2001 11:12:50 AM
From: Taro  Read Replies (2) of 6531
 
me think the worst is yet to come: I heard that with their largest customer in Europe BRCM hangs on to the GE Phy biz by throwing in up to 50% warrants to sweeten the deal against competition and maintain the contract at original price. If this info is correct, not only will the bottom line be affected: Unless the value of those warrants was already deferred against the ASPs the revenues as reported may be inflated out of proportion...
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