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Technology Stocks : Broadcom (BRCM)
BRCM 54.670.0%Feb 9 4:00 PM EST
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To: Stoctrash who wrote (5869)4/19/2001 1:10:46 PM
From: Bernard Levy  Read Replies (1) of 6531
 
His tactic this time was to bore the hell out of his audience
and to kind of giggle at the end of each answer, saying he had
spoken too long. His words were carefully parsed when discussing
the Gigabit Ethernet market segment (lots of emphasis on the .13
micron chip but not its performance) and the CNXT deal with MOT
(viewed by him as way for MOT to keep its foundry going).

I think BRCM will exit the low end cable modem chip business and
will focus on chips with more features, and that it will also trim its
Ethernet offerings.

COMS still looked abnormally high (15%+) as a customer.
CSCO is also impacting BRCM severely.

Because of the warrants issue there is still a significant discrepancy
between ($7M this quarter) between Pro Forma and GAAP
accounting. As a rough guess, BRCM still trades at 8 times
forward sales, which is about twice where it should be. On the
other hand, if it hits the mid-teens it should be a reasonable buy,
particularly if the company refocuses on high end chips.
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