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Strategies & Market Trends : The New Economy and its Winners

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To: Mark Fowler who wrote (8069)	8/1/2001 5:27:48 PM
From: techanalyst1	Read Replies (2) of 57684

Brcm has looked good for a while. More consumer based than pmcs and amcc since they make cable modem chips. If the semis can recover, I bet they buy other tech stuff like software. Analysts can't see %&^*&^^ thing. Even I could figure out why car sales were up and that it couldn't be sustained. By the time they notice that techs are recovering, stocks will be up substantially. They'll be back pedalling as per their usual as of late. I live close to brcm. I guess I should drive by there every once in a while and see how the parking lot is. TA

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