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Technology Stocks : Broadcom (BRCM)
BRCM 54.670.0%Feb 9 4:00 PM EST
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To: Raymond Duray who wrote (6001)7/3/2001 2:46:19 PM
From: Keith A Walker  Read Replies (1) of 6531
 
Ray -

So, in short,... no pun intended of course ;-)

I do agree with your analysis that the halcyon days of the broadband chip providers are over, fini, kaput! However, I disagree with your assertion that now all applying the brakes on advancing the technology . There is still so much more to be accomplished with providing bandwidth to a bandwidth starved world. Violent cyclicality works both ways....we may not see 30% YOY growth out of CSCO, MSFT or INTC ever again, but, we will see growth. Consequently, I remain a long-term bull on BRCM and others.

Happy 4th, Keith
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