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Strategies & Market Trends : VOLTAIRE'S PORCH-MODERATED

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To: stockman_scott who wrote (42843)	10/4/2001 1:04:55 PM
From: Frederick Langford	Read Replies (2) of 65232

Careful Scott, BRCM reports 10/17 and I'm hearing it will not be pretty. Scientific Atlanta warned <set top box customer>, NT and Alcatel are their customers and NT's warning was gruesome. It's a great traders stock, but getting too close to earnings report, and with a huge PE going forward, it's looking dangerous. I am building a short position on this rally. Fred

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